Intra-fund Financial Planner

Posted: 15/01/2025

Closing Date: 29/01/2025

**Job Type**: Permanent - Full Time

Location: Melbourne

Job Category: Insurance & Superannuation

**Your new role**

Join CSC as an Intra-fund Financial Planner and provide high-quality, personal financial advice to our valued customers. This role focuses on understanding our customers’ financial situations and providing tailored recommendations on how to optimize their superannuation.

You’ll have the flexibility to work from home, delivering advice via video conferences, while being part of a collaborative and customer focused team.

**Please note**: We are open to consider applicants from any location nationally who have a suitable home office and meet the criteria below.

**Key Responsibilities**:

- Undergraduate degree or above in finance-related discipline, essential
- 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.

**Desired Skills and Experience**:
**What you’ll need to excel**
- Australian Citizen with the ability to hold and maintain a baseline clearance
- 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

**CSC’s Core Competencies** reflect the key sets of skills, knowledge, experience, and behaviours required to perform your role effectively. These are**:

- Delivering results and meeting customer expectations
- Working with People
- Adapting and Responding to Change
- Deciding and Initiating Action
- Analysing
- Commercial and Strategic Thinking

**What you’ll get in return**
- Full time, permanent position
- 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
- Flexible working arrangements can be discussed
- Chance to travel and represent CSC at industry seminars and events

**What you will need to do now**

You will need to provide a current resume and a one page statement addressing your suitability to the position.

**Please note**: Agency submissions will not be considered for this position.

**Applications close**: Wednesday 29 January 2025, 5:00 pm

**Why CSC? - The drive to make a difference.**

With over $70B in funds under management, CSC has provided superannuation services to employees of the Australian Government and members of the Australian Defence Force for over 100 years. We are proud to serve those who serve Australia.

Every day, CSC makes a real difference by guiding our customers to make the right choices, and to feel confident about their financial wellbeing. Through our world-leading investment strategies, we are always growing and improving. That means creating an environment where each and every one of us has the opportunity to strive together for excellence.

**More about CSC**: