This is a globally recognised financial services organisation and leading administrator of superannuation funds across Australia, representing a broad portfolio of high-profile industry and corporate super funds, they are deeply embedded within the financial lives of millions of Australians.
The Prospect
The firm is growing quickly to match increasing demand from its partnered superannuation funds. As part of this growth, Intrafund Adviser roles are available in Perth, Sydney, and Melbourne offices.
This is an excellent opportunity for a people-first Adviser, who is focused on creating lasting impact. Providing accessible financial advice is the core value of this role, and this is perfect role for you to use your skills and knowledge to make a deep, personal difference in each conversation.
Supported by an international Financial Services powerhouse, you will be well-resourced and be able to focus solely on the provision of advice.
The Role
Deliver top-quality intra-fund and retirement advice
Build rapport and trust with fund members from various life stages and financial situations
Break down technical superannuation strategies into explicit, actionable guidance
Represent some of the most well-known superannuation brands in Australia
Collaborate closely with internal paraplanning, compliance, and technical teams
Uphold robust compliance and documentation standards
About You
1–3 years experience in a financial advice or associate adviser position; or an experienced Adviser looking for flexibility and balance
Passionate about improving client outcomes and simplifying financial literacy
Excellent verbal and written communication skills
Robust knowledge across superannuation, insurance, and retirement planning
Near completion or enrolled in a FASEA-compliant qualification
Ready to step up from an Associate Adviser role into full advisory responsibilities