Financial Adviser, Intra-fund

15 hours ago

Brisbane, Australia Perigon Group Full time

Excellent training and mentoring
- Very competitive long term career development
- Well suited to a recently registered Financial Adviser

**Our Client**
One of Australia’s longest running and most trusted superannuation funds help members from all industries across Australia with market-leading investment products, as well as insurance and advice. With over $20bn funds under management, this modern fund is a excellent employer in Brisbane, with a real focus on the Queensland market.

They are currently experiencing an exciting period of change and growth and are looking to hire an Intra-Fund Financial Adviser to join the team in Brisbane.

**About the role**
The primary focus of the Financial Adviser role, is the provide phone based advice to members within the scope of contributions, investments, and insurance.

You will enhance the education and engagement of the fund members, whilst adhering to professional and legislative requirements. Long term, the scope of this role is to grow within the advice team, and is well positioned for further development into other advisory area's.

**About you**
Ideally, you will be have completed tertiary studies (Diploma) and be in the process of completing your FASEA education requirements, or perhaps just completed. Furthermore, you will bring a minimum of 6 months experience delivering personal financial advice to clients.

This is an excellent opportunity to join an employer of choice in the finance industry, whilst learning and developing your Advice career from some of the industries best. There is a structured onboarding and training program, with the view to get you hitting the ground running as soon as possible.

Please get in touch with Haydn Furness at Perigon Group for more information, including a position description and remuneration information.

(07) 3854 3805

To apply, please send through your CV using the link below.

  • Financial Adviser

    2 weeks ago

    Brisbane, Australia Australian Retirement Trust Full time

    Be part of an inclusive and high-performing team - Enjoy a rewarding career move with opportunities for development - Make a difference with a fund that puts members first **About us** When you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2 million members. Australian Retirement Trust...

  • Senior Financial Services Manager

    8 hours ago

    Brisbane, Queensland, Australia beBeeLeadership Full time $250,000 - $275,000

    Leadership Opportunity:We are seeking an experienced Team Leader to lead a team of Financial Advisers in delivering quality, compliant intra-fund financial advice to our members.The successful candidate will be passionate about financial advice and leading high-performing teams. They will foster a collaborative and high-performing team culture, providing...

  • Financial Adviser

    2 weeks ago

    Brisbane, Australia Australian Retirement Trust Full time

    **A fantastic opportunity exists to join our Advice Delivery team as a Financial Adviser - Intrafund! We now have multiple fulltime permanent vacancies!** **Why join us?** - State of the Art brand new office overlooking Southbank with end of trip facilities, yoga and multi faith room, barista coffee on every floor, indoor gardens and much more to encourage...

  • Financial Adviser

    2 weeks ago

    Brisbane, Australia Australian Retirement Trust Full time

    **We are now looking for multiple **Financial Advisers in Brisbane, Sydney and Melbourne to join our wonderful Advice and Guidance team!** **Why join us?** - We’re hybrid by default with a mature outlook on flexible work arrangements so you can truly balance work and whatever else is important to you. - When you are in one of our brand-new offices, you...

  • Dynamic Financial Leadership Opportunity

    1 day ago

    Brisbane, Queensland, Australia beBeeLeadership Full time $90,000 - $179,999

    Team Leader RoleAre you passionate about delivering high-quality financial advice and leading a team of professionals to achieve outstanding results? Our organization is seeking an experienced Team Leader – Advice Delivery to lead a team of Financial Advisers in providing quality, compliant intra-fund financial advice to our members.Why choose us?We offer...

  • Expression of Interest

    2 weeks ago

    Brisbane, Australia Australian Retirement Trust Full time

    **A fantastic permanent opportunity exists to join our Advice and Guidance team as a Financial Adviser - Intrafund! We now have multiple entry level vacancies with several induction dates in the next 12 months!** **Why join us?** - State of the art offices, with offerings like end of trip facilities, yoga and multi faith room, barista coffee, indoor...

  • Senior Advice Delivery Manager

    1 day ago

    Brisbane, Queensland, Australia beBeeLeadership Full time

    **Job Overview:**We are seeking an experienced Senior Advice Delivery Manager to lead a high-performing team of financial advisers in delivering quality, compliant intra-fund financial advice to our members.**Key Responsibilities:**Lead and motivate a team of advice professionals to deliver high-quality intra-fund advice.Drive performance and capability...

  • Associate Financial Adviser

    12 hours ago

    Brisbane, Queensland, Australia At Full time

    Add expected salary to your profile for insightsWe are seeking a motivated and ambitious candidate to join our dynamic and growing team as an Associate Financial Planner.This role is perfect for individuals who are passionate about finance, eager to learn, and committed to developing a successful career in financial planning.Company overviewHorizon Wealth...

  • Adviser Support Officer

    15 hours ago

    Brisbane, Australia Australian Retirement Trust Full time

    Be part of an inclusive and high-performing team - Enjoy a rewarding career move with opportunities for development - Make a difference with a fund that puts members first **About us** When you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2 million members. Australian Retirement Trust...

  • Graduate Financial Adviser

    4 days ago

    Brisbane, Australia Australian Retirement Trust Full time

    **Take hold of a monster opportunity and join our Practice Management and Adviser Growth team as a Graduate Financial Adviser through a Professional Year Program.** **Why join us?** - You'll get 14% super as standard, to help your future come alive. - Unleash your potential and build a career to be proud of through excellent training and development...