Our client is a major industry super fund with a growing membership base. Well lead by an inspiring leader, who has built a positive and collaborative culture and created a great place to work. The fund has a reputation for providing high level advice and this role has come
You will provide personal advice to members through phone, video and face to face, in a member servicing intra fund financial advisor role. The purpose of the role is to give tailored financial advice to their members and help them reach their retirement goals.
Your advice provided will mainly focus on strategies invoicing retirement planning, superannuation optimisation and personal insurances.
This team is growing and you will be joining a team with senior advisors and also paraplanners.
You will also be responsible for annual reviews for your clients and supporting the senior advisors.
Experience and Personality Required:
- Minimum of 3 years in a related role in super or financial advice
- ADFP Complete and Fasea Exam Completed / Passed
- Naturally collaborative and team focused
This is a role where you can grow into being a Senior Advisor and learn from others. If you want to work with a super fund where you will have a career path and a future.
If this role is of interest, please reach out to John Molony at john@bkcon.com.au
