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Financial Planner - Intrafund

Remote: 
Full Remote
Work from: 
Australia

Offer summary

Qualifications:

Experience in the Financial Planning industry, Current AR status registered on ASIC, Tertiary degree aligned with FASEA requirements, Strong relationship building skills.

Key responsabilities:

  • Provide tailored superannuation advice to members
  • Conduct 3-4 meetings a day, booked for you
Randstad Australia logo
Randstad Australia http://www.randstad.com.au
10001 Employees
About Randstad Australia
Randstad Australia is the world’s leading talent company and a partner of choice to clients. We are committed to providing equitable opportunities to people from all backgrounds and help them remain relevant in the rapidly changing world of work. We have a deep understanding of the labor market and help our clients to create the high-quality, diverse and agile workforces they need to succeed. Our 46,000 employees around the world make a positive impact on society by helping people to realise their true potential. We focus on connecting with talent, because we understand the importance of a job in a person's life. Focusing on the relationship with our talent will also contribute to our clients' success. Matching the right talent to the right job to help both talent and clients achieve their goals and ambitions.
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Job description

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 jeremy.oconnor@randstad.com.au

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.

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Financial PlanningCompliance Management

Other Skills

  • Relationship Building
  • Teamwork
  • Communication
Are you interested?

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