Intra-fund Planner

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 welcome candidates of all genders, cultural backgrounds, ages, sexualities, and abilities. We offer flexible work, inclusive policies, and development opportunities designed to support you at every stage of your career.

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

To apply for this opportunity, please submit your resume via the apply link in this advertisement, including a cover letter highlighting your suitability for the role.

To ensure all applications are considered in the review process, we request you to please apply through the advertised links only.

Applications close: 16 September 2025

For any other questions about this role, contact