14 Aug
|
Select Aust Sydney
|
Melbourne
14 Aug
Select Aust Sydney
Melbourne
Job Type: Permanent position | Full time position
Job Description
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.
Demonstrated skills Experience working as a Financial Adviser Current AR status (registered on ASIC)
Strong relationship building skills Outstanding understanding of compliance frameworks in the advice industry Tertiary degree aligned with FASEA education requirements
Attractive salary package
Positive work/life balance encouraged with potential adaptable working arrangements (hybrid work)
Great career development opportunities
Fun social events
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
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📌 Financial Adviser Intrafund Melbourne
🏢 Select Aust Sydney
📍 Melbourne