Financial Adviser - Intrafund Advice

Job Title: Financial Adviser - Intrafund Advice
Contract Type: Permanent
Location: Melbourne
Reference: 2769929
Contact Name: Oshan de Silva
Contact Email:
Job Published: July 12, 2018 17:47

Job Description

This is a great opportunity for an experienced Associate Planner to continue to grow their career.

This position sees you providing personal advice to Superannuation clients of this reputable and high respected employer.

You will be:
  • Receiving leads through a dedicated customer service support team, by phone and through web inquiries
  • Identifying appropriate planning opportunities for clients  
  • Providing financial advice around Superannuation, Insurance and Retirement planning strategies
  • Referring more complex financial planning needs to senior planners within the business
  • Getting valuable experience and growing your career in advice
  • Assisting with client seminars and participate in marketing initiatives

You will bring:
  • Prior experience in a adviser support or paraplanning position with direct contact with clients and implementation of strategy
  • Prior experience in a phone based advice role will be highly regarded
  • Relevant industry qualifications such as DFP and RG146 compliance
  • Clear communication skills and the ability to explain complex concepts to customers in everyday language
If this role is for you then apply now!!

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