Your role is vital in providing member education and general advice on a wide range of topics, aiming to enhance member engagement, outcomes, and product utilisation and retention
Job Summary
Your role is vital in providing member education and general advice on a wide range of topics, aiming to enhance member engagement, outcomes, and product utilisation and retention.
You will work closely with members, employers, advisers, unions, and strategic partners to effectively deliver and promote the Fund's product and service offerings.
Our benefits have been designed so you can tailor your experience with us and include personal and professional development opportunities, hybrid working, and purchase leave scheme.
Matching Summary
Your role is vital in providing member education and general advice on a wide range of topics, aiming to enhance member engagement, outcomes, and product utilisation and retention.
Skills & Requirements
Must-have
Member engagement and outcomes
Product and service promotion
RG146 compliance
Financial services experience
Client and stakeholder relationships
Nice-to-have
Be Daring, Keep it Simple, Take Action, Have Grit
Flexible work environment
Diversity, equity, and inclusion
Key Requirements
Diploma in Financial Planning or relevant Tertiary qualifications