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Lead Intra Fund Financial Services Advisor

1 month ago

Melbourne, Victoria, Australia Randstad Full time
About the Role

This exciting opportunity is a member servicing intra fund financial advisor position within a leading industry fund. Your primary objective will be to provide tailored financial advice to members, helping them achieve their retirement goals.

Key Responsibilities
  • Deliver strategic financial advice on retirement planning, superannuation optimisation, and personal insurances.
  • Play a key role in mentoring and leading junior staff as the team expands.
  • Assist in implementing new systems and processes.
  • Anually review clients' progress and provide guidance on future strategies.
About Us

We are a national Financial Services provider with a strong reputation for excellent client care and tailored advice. Our collaborative culture and friendly work environment make us a great place to develop your career.

Your Qualifications
  • Minimum of 2 years experience in a similar role.
  • AADF Complete qualification required.
  • Fasea Exam Completed/Passed.
What We Offer

A competitive salary of up to $120K, depending on location and experience. This is an excellent opportunity to grow with our expanding team and contribute to shaping the future of financial services.