Renowned Intra-Fund Financial Expert Wanted

4 days ago

Sydney, New South Wales, Australia beBeeFinancialAdvisor Full time $140,000 - $180,000
Expert Financial Advisor Opportunity

We are seeking a skilled and passionate Financial Advisor to deliver high-quality intra-fund and retirement advice via phone.

Key Responsibilities:

  • Deliver simple, high-quality intra-fund and retirement advice via phone
  • 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

Requirements:

  • 1–3 years' experience in a financial advice role
  • Passion for helping people and delivering client-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

Benefits:

  • Flexible work environment where you can thrive and grow your career
  • Diverse and inclusive workplace that celebrates successes of clients and employees
  • Exceptional employee benefits, including salary sacrificing and learning and development opportunities

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