Financial Adviser - Intrafund Advice
All vacancies of Australia • Banking & Financial Services • Financial Adviser - Intrafund Advice
Join this reputable organisation in a newly created Financial Planner role servicing Superannuation fund members.
Summary about this job
Financial Planning
Company: Ensure Recruitment - Seek Award Winner - Best Small Specialist
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-8-5440-9284
Fax: +61-3-2916-6236
E-mail: n\a
Site: n\a
Detail information about job Financial Adviser - Intrafund Advice. Terms and conditions vacancy
This is a great opportunity for an experienced Associate Planner to continue to grow their career.This position sees you providing personal advice to Superannuation clients of this reputable and high respected employer.
You will be:
- Receiving leads through a dedicated customer service support team, by phone and through web inquiries
- Identifying appropriate planning opportunities for clients
- Providing financial advice around Superannuation, Insurance and Retirement planning strategies
- Referring more complex financial planning needs to senior planners within the business
- Getting valuable experience and growing your career in advice
- Assisting with client seminars and participate in marketing initiatives
You will bring:
- Prior experience in a adviser support or paraplanning position with direct contact with clients and implementation of strategy
- Prior experience in a phone based advice role will be highly regarded
- Relevant industry qualifications such as DFP and RG146 compliance
- Clear communication skills and the ability to explain complex concepts to customers in everyday language
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