RETIREMENT ADVISER

About the role
  
The Retirement Adviser role at Cbus is a unique role in the industry. The role will focus primarily on the advice needs of members and their partner as they near or enter retirement.
  
Your day will be spent on pre-qualified and booked appointments, preparing advice outcomes and related administrative duties. You can offer intra-fund advice for no additional cost or a simple, scaled scope of advice for an affordable fee. It will be crucial that you can identify which is more appropriate and why in each case. Where the advice needs exceed the scope of advice you can offer you will refer the member to one of the external financial advice practices in our referral program for comprehensive advice.
  
Our Advice team includes in-house paraplanning, an implementation support team and a range of other roles including training, an advice technical specialist and compliance specialists to support you in your success.
  <...