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.
n
You'll ensure compliance with MFA rules and maintain detailed member records, contributing to a high-quality member experience within a team-oriented team.
#J-18808-Ljbffr
📌 Phone-Based Intra-Fund Financial Adviser (Hybrid) (New South Wales)
🏢 AU018 Mercer Financial Advice (Australia
📍 New South Wales
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.