Intra-Fund Advice Expert

3 days ago

Melbourne, Victoria, Australia beBeeFinancialAdvisor Full time $110,000 - $143,000

We are seeking two passionate professionals to join our team as Intra-Fund Advice Experts. If you're driven by helping Australians make the most of their superannuation and thrive in a member-first advice environment, this is your chance to make a real impact.

About the Role

This role will provide high-quality intra-fund and retirement advice via phone to members and referral sources. You will break down complex financial concepts into clear, actionable guidance, collaborating with a supportive team including paraplanners, technical officers, and compliance experts.

  • Delivering simple, high-quality intra-fund and retirement advice via phone
  • Building strong relationships with members and referral sources
  • Breaking down complex financial concepts into clear, actionable guidance
  • Collaborating with a supportive team including paraplanners, technical officers, and compliance experts
Your Background

We're looking for candidates with 1-3 years' experience in a financial advice role, who have a passion for helping people and delivering member-centric advice. You'll need 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.

About Us

We are a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6500 employees across 4 continents and continue to grow every day.

Culture

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported.

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