Expert Intra-Fund Advisor Wanted

2 days ago

Melbourne, Victoria, Australia beBeeCareer Full time $110,000 - $143,000
Financial Advice Role

We are seeking two passionate individuals to join our leading telephone-based intra-fund advice team.

About the Job
  • Deliver high-quality intra-fund and retirement advice via phone calls.
  • Build strong relationships with clients and referral sources.
  • Break down complex financial concepts into clear, actionable guidance.
  • Collaborate with a supportive team including paraplanners, technical officers, and compliance experts.
  • Contribute to a positive team culture focused on member outcomes.
Key Responsibilities
  • Work in a dynamic environment, providing expert advice to clients and supporting business development.
  • Have a passion for helping people and delivering member-centric advice, along with strong technical knowledge across financial planning disciplines.
  • Be committed to ongoing learning and professional development, staying up-to-date with industry trends and regulatory requirements.
  • Be a team player, collaborating with colleagues to achieve shared goals and objectives.
Benefits
  • A competitive salary package, including base salary, superannuation, and performance bonuses.
  • A comprehensive benefits program, including flexible work arrangements, employee recognition programs, and access to training and development opportunities.
  • A dynamic and supportive work environment, with opportunities for career growth and advancement.
  • A diverse and inclusive workplace, with a strong focus on promoting equality and diversity.
Requirements
  • 1-3 years' experience in a financial advice role.
  • Passion for helping people and delivering member-centric advice.
  • Strong technical knowledge across financial planning disciplines.
  • Near completion or enrolled in FASEA-compliant qualifications.
  • Registered on the ASIC Financial Adviser Register and RG146 compliant.

Apply now and make a difference in the lives of Australians.

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