Job Description
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.
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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 New South Wales (Australia)
🏢 AU018 Mercer Financial Advice (Australia
📍 Australia
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