Financial Planner - Intrafund

Randstad; Sydney; On-site; AUD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking an experienced Financial Planner to join their Intrafund team in Sydney. This role focuses on delivering personalized superannuation advice to existing members, with all appointments pre-booked and administrative support provided. The company values a client-centric approach and promotes a positive work/life balance, making it an ideal opportunity for professionals looking to thrive in the financial advice sector. If you have a strong background in financial planning and are ready to take the next step in your career, this position offers a supportive environment to excel.

Benefits

Flexible working arrangements

Positive work/life balance

Qualifications

• Experience in the Financial Planning industry with AR status.
• Strong understanding of compliance frameworks.

Responsibilities

• Provide tailored superannuation advice to fund members.
• Conduct 3-4 meetings daily with full administrative support.

Skills

Financial Planning experience

Current AR status

Relationship-building skills

Compliance frameworks understanding

Tertiary degree aligned with FASEA

Education

Tertiary degree in Finance or related field

Job description

Financial Planner - Intrafund (90M0636215) Sydney, Australia

Salary: attractive package

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 fund. The advice will be given over the phone or virtually, with 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 to focus on providing high-quality advice.

This role suits an Associate Adviser or Financial Planner holding AR status who is looking to develop and grow in the financial advice industry.

Demonstrated skills

• Experience working in the Financial Planning industry
• Current AR status (registered on ASIC)
• Strong relationship-building skills
• Great understanding of compliance frameworks in the advice industry
• Tertiary degree aligned with FASEA education requirements
• Attractive salary package
• Positive work/life balance encouraged with potential flexible working arrangements

To apply for this role, click on the 'Apply Now' button or email [e-mail]