IntraFund Financial Advisor
This is a unique opportunity to join a leading industry fund in a member servicing intra fund financial advisor role.
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The Role
The purpose of the role is to provide tailored financial advice to members and help them reach their retirement goals.
Your advice will centre around strategies involving retirement planning, superannuation optimisation, and personal insurances.
This team will be expanding, and you will have opportunities to mentor and lead more junior staff as the team grows. Experience with implementing new systems and processes is highly advantageous.
You will also be responsible for annual reviews for your clients.
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Key Responsibilities
* Provide tailored financial advice to members
* Help members reach their retirement goals
* Develop and implement strategies for retirement planning, superannuation optimisation, and personal insurances
* Mentor and lead junior staff as the team grows
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Your Experience
To be successful in this role, you will need:
* A minimum of 2 years experience in a similar role
* Completion of ADFP certification
* Passing of Fasea Exam
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