23 Aug
|
Godfrey Group Recruitment u0026amp; Consultancy
|
Melbourne
23 Aug
Godfrey Group Recruitment u0026amp; Consultancy
Melbourne
The Business
This firm is one of the largest financial institutions in the world, with a strong presence in Australia as our leading administrator of superannuation services. Operating alongside industry and corporate superannuation funds, they bring accessible financial services to millions of Australians.
The Opportunity
Our client is growing quickly to match increasing demand from its partnered superannuation funds. As part of this growth, Intrafund Adviser roles are available in Melbourne, Sydney, Perth, and Brisbane offices.
As an Intrafund Adviser, you will bring an altruistic approach to Financial Advice by providing a people-first, and advice-driven approach to phone-based client conversations. Providing accessible financial advice is the purpose of this team, and this is an opportunity for an empathetic Adviser to join a difference-making organisation.
If you became an Adviser to help others – then this may be the role for you.
There are no revenue-driven targets in this role, and success is instead measured by the quality and quantity of advice conversations. Similarly,
the team enjoys flexibility in their work arrangement with 5 working-from-home days per fortnight.
The Role
- Conduct multiple phone-based scoped advice conversations each day
- Guide members across insurance, investment, and retirement options within their aligned superannuation fund.
- Break down technical superannuation strategies into transparent, actionable guidance
- Collaborate closely with internal paraplanning, compliance, and technical teams
- Uphold strong compliance and documentation standards
About You
- ASIC-registered Financial Adviser
- Passionate about improving client outcomes and simplifying financial literacy
- Driven by a desire to improve access to financial advice, and cover a broad client demographic
- Excellent phone-manner and written communication skills
- Strong knowledge across superannuation, insurance, and retirement planning
Financial Planner, Financial Adviser, Financial Advisor, Intrafund Adviser, Intrafund Advisor, Intrafund Planner
📌 Financial Adviser (Melbourne)
🏢 Godfrey Group Recruitment u0026amp; Consultancy
📍 Melbourne