Financial Planner - Intrafund Team
We are seeking an experienced Financial Planner to join our leading industry fund's Intrafund team.
About the Company
Our company has a strong reputation for providing outstanding intrafund and holistic financial advice to clients. With a focus on client-centricity, we have developed a loyal client base over many years.
About the Role
In this role, you will provide tailored superannuation advice to existing fund members through phone or virtual meetings. You will have 3-4 meetings per day, with all appointments booked in advance and full administrative support provided. This allows you to focus on delivering high-quality advice without business development targets.
Demonstrated Skills
* Experience working in the Financial Planning industry
* Current AR status (registered on ASIC)
* Strong relationship building skills
* Great understanding of compliance frameworks in the advice industry
* Tertiary degree aligned with FASEA education requirements
Benefits
* Attractive salary package
* Positive work-life balance encouraged with potential flexible working arrangements
* Great career development opportunities
* Fun social events