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Financial Planner ? Intrafund

extra holidays - fully flexible
Remote: 
Full Remote
Work from: 
Australia

Offer summary

Qualifications:

Experience in financial planning, Strong understanding of superannuation regulations, Excellent communication and interpersonal skills, Relevant industry certifications.

Key responsabilities:

  • Provide tailored superannuation advice
  • Conduct 3 - 4 meetings a day
Workforce Australia for Individuals logo
Workforce Australia for Individuals Government Administration Small startup https://workforceaustralia.gov.au/
0 - 1 Employees
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Job description

About The Company

About the company

This highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Intrafund team.

About The Role

In this Financial Planner role you will be responsible for providing tailored superannuation advice to existing members of the funds. The advice will be given over the phone or virtually and you will have 3 - 4 meetings a day. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you

  • Click here to view more detail / apply for Financial Planner ? Intrafund

Required profile

Experience

Industry :
Government Administration
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Customer Relationship ManagementFinancial Planning

Other Skills

  • Time Management
  • Communication
Are you interested?

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