Intra-fund Adviser, Financial Planner

4 days ago


Perth, Australia PRIME Global Talent Full time

Role offers great work/life balance
- Customer centric role focused on service rather than sales
- Reimbursement for relevant future study

Our client is a global organisation that partners with financial market participants such as Super Funds to deliver services and solutions that enhance the user experience and make scaled administration simple.

They are currently seeking a self-motivated and energetic Financial Adviser. The role offers a hybrid working arrangement with 2 days per week in the office based in Perth CBD and 3 days per week working from home.

In this role you will be responsible for delivering strategic, quality advice through the provision of intra-fund and general advice, whilst utilising fully-automated work flow systems. This is not a sales focused role, but rather a customer centric role where all leads are sourced, vetted, and booked via contact centres.

Our client’s Retirement & Superannuation Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. They support clients across all superannuation fund sectors, including; industry, retail and corporate.

**Responsibilities include**:
Assist Australians to understand their Superannuation, providing them with simple financial advice over-the-phone, by;
- Understanding their needs
- Breaking complex concepts down into something they can understand
- Gathering the client’s circumstances, goals and objectives in an online fact find
- Providing intra-fund advice and retirement advice
- Maintaining ongoing relationships with existing referral sources

**Requirements**:

- **Completed FASEA educational requirements**:

- Registered on the ASIC Financial Adviser Register
- A passion for financial advice and helping people
- Strong attention to detail and analytical skills
- Excellent verbal communication skills

**What’s on Offer**:

- Hybrid working arrangement (office and home) with a focus on work/life balance
- Reimbursement for ongoing study
- Structured Training Program led by a dedicated Advice Coach
- Access to support structures - Paraplanning team, Technical Officer, Administration team and Compliance team
- Salary Sacrificing via Superannuation - supporting you along your journey to retirement
- Purchased Leave Scheme - purchase additional leave for that next family holiday
- Parental Leave Scheme - plan your future
- Wellness Program - rewards and resources tailored to support you and your family
- Corporate Social Responsibility Program, including volunteer leave
- Employee discounts - Access discounted rates and offers from a variety of providers

If you are interested in hearing more about this fantastic opportunity please
**APPLY today


  • Financial Adviser

    2 weeks ago


    Perth, Australia Link Group Full time

    **Why Link Group** Link Group is a global business connecting millions of people with their assets - safely, securely, and responsibly. We have 7000 employees across 4 continents and continue to grow every day. Retirement and Superannuation Solutions is the largest business under Link Group and we are the leading administrator for super funds in Australia....

  • Financial Adviser

    5 days ago


    Perth, Australia Link Group Full time

    **Overview** Link Advice, a specialist provider of financial advice service is looking for 2 passionate Financial Advisers to join our leading telephone based intra-fund Advice Team. As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model. In partnership...


  • Perth, Australia PRIME Global Talent Full time

    Work-from-home flexibility - Focus on work/life balance - Reimbursement for any relevant future study Our client is a global organisation that partners with financial market participants (equities, pension, superannuation, investments, property, etc.) to deliver services and solutions that enhance the user experience and make scaled administration...


  • Perth, Australia Link Group Full time

    We’re looking for a number of passionate Financial Advisers to join our leading telephone-based Scaled Advice Team at Retire360, part of MUFG Retirement Solutions, with positions based in NSW, VIC and WA. Ideally you are driven by helping Australians make the most of their superannuation and thrive in a member first advice environment, this is your chance...


  • Perth, Western Australia MUFG Pension & Market Services Full time $60,000 - $80,000 per year

    A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services,...


  • Perth, Western Australia Randstad Australia Full time $100,000 - $120,000 per year

    Senior Financial Planner (existing book)Existing book of clientsPurchased BookPure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About The CompanyThis highly regarded and well established independent Financial Service Group has been established for many years and has always...


  • Perth, Western Australia MUFG Full time $60,000 - $90,000 per year

    We're looking for a number of passionate Financial Advisers to join our leading telephone-based Scaled Advice Team at Retire360, part of MUFG Retirement Solutions, with positions based in NSW, VIC and WA.Ideally you are driven by helping Australians make the most of their superannuation and thrive in a member first advice environment, this is your chance to...

  • Financial Planner

    2 days ago


    Perth, Western Australia bdhSterling Full time $90,000 - $120,000 per year

    At bdhSterling, we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK. As a multi-award-winning cross-border financial planning firm, we pride ourselves on delivering expert, holistic advice that empowers our clients to make confident financial decisions.We're now seeking an...

  • Associate Adviser

    4 days ago


    Perth, Australia Insignia Financial Ltd Full time

    Associate Adviser **Location**:PERTH, WA, AU, 6000 **Employment Type**:Permanent Full Time - Work with experienced Private Wealth Advisers and be part of a high performing and collaborative team, delivering financial freedom and peace of mind to clients - Commitment to providing exceptional client services - Enjoy a supportive work environment with hybrid...


  • Perth, Australia Chandler Macleod Full time

    **About the Company**: We are looking for an adviser assistant/graduate to join a growing finanial planning/accounting practice with multiple offices. They provide the opportunity for clients who lack strategy to plan and grow their wealth in the most effective way. They are passionate about providing great client service, with high value and high touch...