The Financial Adviser is responsible for the delivery of personal advice to Team Super members which is aligned with Team Super's strategy and key business outcomes.

The Financial Adviser will undertake the following duties:

• Provision of personal financial advice to members of Team Super Fund (face-to-face; video conference and telephone advice)
• Provide comprehensive advice to members comprising multiple complex strategies
• Ensure effective communication (both verbal and written) with members to develop strong client relationships
• Comply with Fund, regulatory, and licensing requirements in delivery of advice
• Produce work which complies with RG175 best interest duty and meets compliance requirements, contains accurate information and service standards
• Assist with the preparation and delivery of ongoing member advice communication and education, including current and accurate seminars and workshops
• Use all approved financial planning tools available to prepare clear and concise Statements of Advice to members
• Record accurate file notes in a timely manner and maintain client files in accordance with business processes
• Work with Advice Service team to enable the preparation of advice that meets licensing compliance requirements
• Ensure all advice documents are accurate prior to presentation to the member
• Respond to day-to-day service or advice related queries from members either by telephone, video conference or face to face
• Satisfy requirements of the annual training plan and maintain CPD register
• Research and maintain technical knowledge of products and trends in financial planning, investment markets, industry and legislative changes to allow for the provision of complex superannuation and non-superannuation advice, including: 
  • Structures such as companies, trusts, superannuation funds etc
  • Cashflow management and budgeting
  • Debt advice
  • Superannuation – including self-managed super funds
  • Wealth creation strategies
  • Defined Benefit superannuation analysis
  • Retirement income streams
  • Social Security analysis
  • Tax minimisation strategies
  • Redundancy planning
  • Risk Insurance
  • Estate planning
     
• Support other teams within Team Super with customer follow-up
• Actively promote brand awareness and customer value proposition internally and externally
• Communicate and collaborate with internal and external stakeholders on key deliverables
• Provide support to peers to help others strengthen their specific knowledge or skills
• Taking action to improve existing practices and processes, by identifying improvement opportunities, generating ideas and implementing solutions
• Build and maintain relationships with the wider business, sharing best practice and identifying ways to improve member experience
• Ensure our integrity is maintained and risk exposure minimised by adhering to policies and procedures, including appropriate review of materials
• Keep abreast of best practices, new technologies, industry knowledge and trends; make recommendations and oversee incorporation as appropriate
• Understand the wider business strategic plan and direction and articulate how customer management contributes to the delivery of strategic initiatives