Intra-Fund Strategic Advisor

5 days ago

Sydney, New South Wales, Australia beBeeStrategic Full time $80,000 - $120,000
Job Overview

This role entails providing strategic superannuation guidance to customers, assessing their financial situations and ensuring that advice aligns with regulations and best practices.

Key Responsibilities
  • Deliver personal, intra-fund financial advice in line with legal and regulatory frameworks
  • Participate in professional development activities and maintain certifications and licenses required for the role
  • Contribute to team discussions and foster a positive, collaborative work environment
  • Achieve key performance metrics, including customer satisfaction, compliance, and appointment targets
Requirements
  • Australian Citizenship
  • Undergraduate degree or above in finance-related discipline, essential
  • Minimum 12 months direct financial planning experience
  • Australian Financial Services (AFS) license or authorised representative status
  • Continuing Professional Development (CPD) activities to ensure skills and knowledge are up-to-date, accurate and compliant with regulatory requirements

 

As an intra-fund planner, you will be responsible for delivering strategic financial advice to customers. This involves assessing their individual needs and tailoring your advice accordingly. In addition to this, you will participate in ongoing training and professional development to stay up-to-date with industry developments and best practices.

The ideal candidate will have a strong understanding of Australian financial regulations and possess excellent communication skills. They will also be able to demonstrate a high level of integrity and professionalism in all aspects of their work.

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