Financial Adviser Melbourne

Financial Adviser Melbourne

24 Aug
|
Godfrey Group Recruitment u0026 Consultancy
|
Melbourne

24 Aug

Godfrey Group Recruitment u0026 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 prospect 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 solid 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 u0026 Consultancy
📍 Melbourne

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