Financial Planner - Intrafund Team

Randstad - Banking & Financial Services
Melbourne, VIC
A$100,000-$125,000 p/a
Banking & Financial Services → Financial Planning
Full-time
On-site

Posted 10 days ago


Financial Planner - Intrafund Team

  • Leading Industry Fund
  • Career Growth for right person
  • Great Work Life Balance and friendly professional culture

About the company

This highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Intrafund team.

About the role

In this Financial Planner role you will be responsible for providing tailored superannuation advice to existing members of the funds. The advice will be given over the phone or virtually and you will have 3 - 4 meetings a day. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice.

This role will suit an Associate Adviser or Financial Planner holding AR status who are looking to develop and grow in the financial advice industry.

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

To apply for this role, click on the 'Apply Now' button or email [email protected]

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.


About Randstad - Banking & Financial Services

Sydney, NSW, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

More Jobs

Financial Planner

Randstad - Banking & Financial Services

Sydney, NSW
A$140,000-$150,000 p/a
Full-time
On-site

Financial Planner

Index Wealth

Perth, WA
A$90,000-$120,000 p/a
Full-time
Hybrid

Financial Planner

Capital Haus Pty Ltd

Townsville, QLD
A$120,000-$140,000 p/a
Full-time
On-site

Financial Planner

Honeywell Capital

Newcastle, NSW
A$100,000-$130,000 p/a
Full-time
On-site

Financial Planner

Park Lane Wealth

Sydney, NSW
A$110,000-$140,000 p/a
Full-time
On-site

Financial Planner

Seneco Wealth Pty Ltd

West Perth, WA
A$120,000-$150,000 p/a
Full-time
On-site

Browse Jobs

by State

by Classification