IntraFund Financial Advisor
- CBD Based / WFH
- Up to 120K + Super
- Leading Industry Fund
The Company
Leading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff.
The Role
This is a unique opportunity to join a leading industry fund in a member servicing intra fund financial advisor role. The purpose of the role is to give tailored financial advice to their members and help them reach their retirement goals.
Your advice will centre around strategies invoicing retirement planning, superannuation optimisation and personal insurances.
This team will be expanding and this will be an excellent opportunity to mentor and lead more junior staff as the team grows. Experience with helping implement new systems and processes will be highly advantageous.
You will also be responsible for annual reviews for your clients
Your Experience
- Minimum of 2 years in similar role
- Minimum ADFP Complete
- Fasea Exam Completed / Passed
To apply online, please click on the appropriate link.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
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