Financial Clearance Representative at UW Health in Rockford, IL providing customer service in a healthcare setting. Working day/eve shifts to assist with financial clearance processes.
About the role
- Intra-fund Financial Adviser providing phone-based superannuation advice to members. Join Mercer’s Financial Advice team in a hybrid role based in Sydney or Melbourne.
Responsibilities
- 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
- Supportive leaders
- Vibrant and inclusive culture
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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