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Intrafund Financial Planner

2 months ago

Melbourne, Victoria, Australia Randstad Full time

Company Overview

Randstad is a leading provider of financial services, with a strong presence nationally. We have a reputation for delivering exceptional client care and tailoring our advice to meet the unique needs of our clients.

The Role

We are seeking a highly skilled Intra Fund Financial Advisor to join our team. As a key member of our financial services team, you will be responsible for providing tailored financial advice to our members, helping them achieve their retirement goals.

Key Responsibilities

  • Develop and implement financial strategies for retirement planning, superannuation optimisation, and personal insurances
  • Conduct annual reviews for clients to ensure their financial plans are on track
  • Collaborate with colleagues to expand our services and develop new business opportunities
  • Provide exceptional client service and support to ensure client satisfaction and loyalty

Requirements

  • Minimum 2 years of experience in a similar role
  • Completion of ADFP and Fasea Exam
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and meet deadlines

What We Offer

We offer a competitive salary, opportunities for professional development, and a collaborative and supportive work environment. If you are a motivated and experienced financial advisor looking for a new challenge, we encourage you to apply.