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BAO6002-Superannuation and Retirement Wealth Planning
As an experienced online educator, the candidate will work as an independent contractor of LINC Education to offer online facilitation services for students studying in the Masters of Financial Planning offered by Victoria University Online. Candidate must possess strong knowledge of superannuation and retirement planning, including retirement income strategies, tax implications, and investment structures. They should be able to support students in analysing retirement planning options, evaluating superannuation strategies, applying relevant tax legislation, and developing tailored financial advice to meet client retirement goals.
Key Skills Required
Superannuation planning
Retirement planning
Self-managed superannuation funds (SMSFs)
Superannuation tax legislation
Retirement income strategies
Age pension planning
Financial planning and advisory
Client communication and consultation
Desired Candidate Profile
Master's Degree or higher in Financial Planning plus 5 years' relevant teaching experience in a ASIC-approved course in financial planning and/or 5 years’ experience working as a Financial Planning Professional.
Registered Financial Planning Advisor Certification is mandatory.
Empathetic, ambitious, warm and outgoing personality willing to work closely with people from diverse cultures;
Proficient in English language; excellent oral and written communication
Must possess a working laptop and have access to high-speed (>10 MBPS) stable internet connection;
Ability to quickly learn and use technology platforms for interacting with students, including the host university’s LMS and LINCtrac (training on these platforms will be provided).
The candidate needs to be available between 5 pm to 10 pm every day.
Roles & Responsibilities
LINC Fellows will be responsible for providing:
Subject matter guidance to a group of 25-30 undergraduate online students;
Support in learning skills like academic writing, research and time management;
Conduct 1:1 sessions for doubt-resolution, academic guidance and assessment draft reviews
Guidance on relevant reference material;
Assessment marking with long-form feedback
Management of discussion forums; and
Proactive, prompt and personalised support to student queries and issues.
LINC Fellows will be expected to promptly interact with students over email, or calls / online sessions from locations of their convenience (e.g. home, office etc.).
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