About the company

This highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Intrafund team.

About the role In this Financial Planner role you will be responsible for providing tailored superannuation and retirement planning advice to existing members of the funds. The advice will be given over the phone or virtually and you will have 2 - 3 meetings a day. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice.

This role will suit experienced Financial Planners, intrafund advisers or recent PY finishers holding AR status with proven results, robust commercial acumen, and the ability to build long term relationships.

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📌 financial adviser - intrafund (Melbourne)
🏢 Hr Partners
📍 Melbourne