Remote Superannuation Planner

1 week ago

Sydney, New South Wales, Australia beBeeFinancial Full time $90,000 - $110,000

Help individuals maximize their superannuation potential in a remote role that offers flexibility and balance.

CSC seeks a skilled Financial Planner to deliver high-quality, personal advice that drives real results for customers.

This work-from-home opportunity involves assessing clients' financial situations and providing strategic superannuation guidance that aligns with regulations and best practices.

Key Responsibilities:
  • Deliver personalized, intra-fund financial advice compliant with legal frameworks
  • Pursue ongoing professional development and maintain required certifications and licenses
  • Contribute to team discussions and foster a collaborative work environment
  • Achieve key performance metrics, including customer satisfaction, compliance, and appointment targets
  • Maintain effective relationships with key contacts and relevant third parties to drive business success.
Requirements:
  • Australian Financial Services (AFS) license or authorized representative status
  • Continuing Professional Development (CPD) activities to ensure skills and knowledge are up-to-date, accurate, and compliant with regulatory requirements
  • Strong interpersonal and communication skills, enabling clear explanation of complex financial concepts to clients
  • A demonstrated ability to work collaboratively and cooperatively with diverse stakeholders

CSC offers a supportive team environment, flexible working arrangements, and opportunities for career growth and development.

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