Associate Advisor / General Advice Specialist

  • Superannuation Contact Centre Experience?
  • Looking for the next career step?
  • Want to work in a collaborative, inclusive and supportive culture?

The Associate Adviser is a specialist role, having regard for the highest standards of professional conduct and compliance with the Cbus advice model and associated regulatory obligations. The primary responsibility of the Associate Adviser is to service the financial advice needs (general financial advice) of members in a telephone-based capacity, ensuring a high-quality member experience. The role has an intricate knowledge of Cbus and servicing member and employer needs across the spectrum of advice services.

In this role you will be responsible for providing information and general financial advice within the scope of the fund’s financial advice service provisions and the regulatory framework. This includes making outbound calls in support of advice service marketing campaigns and survey activities or as a means of completing a member enquiry. You will also assist with taking inbound calls during periods of high inbound call volumes.

To be considered for this role you MUST have:

  • 2 years demonstrated experience in an advice service or superannuation consultant or related role;
  • Minimum of Diploma of Financial Services (Financial Planning) or equivalent qualification, with the aim of continuing with further study towards an Advanced Diploma of Financial Services (Financial Planning) or Degree (Financial Planning) or equivalent qualification;
  • Knowledge across broad financial planning subject matter;
  • Understanding of the regulatory requirements associated with the provision of financial advice;
  • Excellent verbal and written skills and sound interpersonal skills to allow for effective sharing of information;
  • A strong customer service ethic and ‘can do’ attitude;

If this is sounding like the challenge you are looking for then please learn more about who we are;

About Cbus
Cbus is one of Australia’s largest industry superannuation funds and the national industry fund for the construction, building, infrastructure and allied industries. Established in 1984, Cbus provides superannuation benefits to over 755,000 members, has assets over $43 billion, and accepts contributions from more than 131 000 employers.

Why Cbus?
You can be part of an award winning organisation that is genuinely committed to delivering workplace diversity, inclusion and flexible working arrangements as an enabler of our purpose - to act in the best interest of our members and maximise their retirement outcomes.

Still want to know more? Listen to some of our videos with members of the Cbus team on our website. You will also be able to download the full position description from website -

Please note that this position is based in Melbourne.
Applications close 23rd September 2018

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