Intra-fund Financial Adviser – Phone Based

Role Overview

• Provide timely, compliant scaled (intra‑fund) personal advice to Mercer Super fund members, primarily by phone
• Lead broad, member‑centric conversations to identify financial needs and appropriate next steps
• Prepare and issue Statements of Advice (SOAs) within a 10‑day timeframe and maintain accurate member records
• Ensure all interactions comply with the Mercer Financial Advice (MFA) compliance framework and relevant regulatory requirements
• Refer members to Strategic Advice teams for comprehensive advice that sits outside intra‑fund scope

Requirements

• Current registration on the ASIC Adviser Register (essential)
• Graduate Diploma in Financial Planning or an accredited relevant degree (essential)
• Financial Adviser exam pass (essential)
• 2–3 years’ experience in the financial advice industry (essential)
• Outstanding phone manner and strong focus on delivering an excellent member experience (essential)
• Prior phone‑based advice experience (preferred)
• Strong time‑management and ability to work effectively in a high‑volume, dynamic team environment

Benefits

• Professional development opportunities
• Interesting work and supportive leaders
• Vibrant and inclusive culture
• Range of career opportunities
• Benefits and rewards to enhance well-being