Member Superannuation Consultant

Job Title: Member Superannuation Consultant
Contract Type: Permanent
Location: WA other
Reference: 2745745
Contact Name: Keiron Smith
Contact Email:
Job Published: May 25, 2018 16:03

Job Description

Like working with Corporate Superannuation clients? This role has you managing the member relationship for a portfolio of client plans for a company where superior client service is their ethos.

This reputable company is a key player within the Superannuation industry who has a strong reputation for delivering high quality, consistent service and education through its network of advisers and account managers.

This role will see you:
  • Acting as a key point of contact to the members of a portfolio of employer funds in relation to superannuation fund matters, education and general advice
  • Work with other key areas in the business in providing education sessions, promoting marketing initiatives and meeting retention targets.
  • Conduct regular meetings with members to discuss changes in superannuation legislation, support new business growth of the fund, identify new client advice opportunities and deliver key fund information
Experience ideal for this role:
  • Prior experience in a superannuation account management role or experience as a financial planner advising corporate superannuation clients
  • Strong knowledge of legislation and compliance regulations for the Superannuation industry
  • Well-developed client service skills and a can do attitude
  • Clear communication, time management skills and the ability to multi task
  • Relevant industry qualifications – minimum RG146 - DFP or higher highly regarded
If this role is for you then apply now or for a confidential discussion please call Keiron Smith on 02 9346 5296.

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