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Intra-fund Planner
2 weeks ago
Posted: 02/09/2025
Closing Date: 16/09/2025
**Job Type**: Permanent - Full Time
Location: Melbourne
Job Category: Banking and Financial Services,Insurance & Superannuation
- **Job title**:Intra-fund Planner**:
- **Position Type**: Permanent position
- **Location**:We are open to applicants from any location nationally who have a suitable home office
- **Summary**: Provide high-quality, personalised financial advice to our valued members by delivering great customer service and building rapport
**About the role**
Are you passionate about helping people make the most of their super? Join CSC as an Intra-fund Financial Planner, where you’ll provide high-quality, personal financial advice that truly makes a difference in customers’ lives.
This is a work-from-home role with advice delivered primarily via video conferencing - giving you flexibility and balance in your day. You’ll assess customers' financial situations and provide strategic superannuation advice that 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
- Maintain effective relationships with key contacts and relevant third parties (e.g. Internal Stakeholders and Licensee) to produce successful business results.
- Working with Customer Group leaders to develop and deliver regular reporting across teams
- Supporting ad hoc projects and initiatives as required
**What we’re looking for**
- Australian Citizen
- Undergraduate degree or above in finance-related discipline, essential
- Minimum 12 month direct financial planning experience
- Australian Financial Services (AFS) license or authorised representative status
- Continuing Professional Development (CPD) activities to ensure skills and knowledge are update, accurate and comply with regulatory requirements
- Strong interpersonal and communication skills, with the ability to explain complex financial concepts clearly to members
- A demonstrated ability to work collaboratively and cooperatively with a diverse range of people
- Commitment to high standards of professionalism and compliance
**Why join CSC?**
- Full time, permanent position
- Flexible/hybrid working arrangements
- Be part of a supportive team committed to professional growth and success
- Opportunity to provide meaningful advice to customers, helping them make the most of their superannuation
- Chance to travel and represent CSC at industry seminars and events
**What you’ll get in return**
**A career where you belong**
At CSC, we’re committed to more than super — we’re committed to people. That means creating a workplace that values diversity, promotes equity, and fosters inclusion across everything we do.
Our gender equality strategy is more than a promise — it’s a plan. We're actively increasing representation in our workforce, removing barriers to career progression, and creating pathways for all employees to grow and succeed.
We’re proud to be an equal opportunity employer — and proud of the progress we’re making. Join a workplace where you can thrive, grow, and belong.
Learn more about CSC and our benefits:
**How to apply**
Applications close: 16 September 2025
