Phone-Based Intra-Fund Financial Adviser (Hybrid) (City of Sydney)

Phone-Based Intra-Fund Financial Adviser (Hybrid) (City of Sydney)

06 Aug
|
AU018 Mercer Financial Advice (Australia
|
City of Sydney

06 Aug

AU018 Mercer Financial Advice (Australia

City of Sydney

Mercer Financial Advice is recruiting for an Intra-fund Financial Adviser (phone-based) in Sydney or Melbourne. The role focuses on delivering scaled intra-fund advice by phone, with referrals to Strategic Advice when needed and timely preparation of Statements of Advice within 10 days.

You'll ensure compliance with MFA rules and maintain detailed member records, contributing to a high-quality member experience within a team-oriented team.

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📌 Phone-Based Intra-Fund Financial Adviser (Hybrid) (City of Sydney)
🏢 AU018 Mercer Financial Advice (Australia
📍 City of Sydney

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