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Financial Planner - Intrafund

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Randstad

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Location:
Australia , Sydney

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Category:
-

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Contract Type:
Not provided

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Salary:

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Job Description:

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. 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 4 - 5 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 will suit an Associate Adviser or Financial Planner holding AR status who are looking to develop and grow in the financial advice industry.

Job Responsibility:

  • Provide tailored superannuation advice to existing members of the funds over the phone or virtually
  • Conduct 4-5 meetings a day
  • Focus on providing high quality advice with full administrative support and no business development targets

Requirements:

  • 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
  • FASEA approved qualifications
What we offer:
  • Attractive salary package
  • Positive work/life balance encouraged with potential flexible working arrangements
  • Great career development opportunities
  • Fun social events

Additional Information:

Job Posted:
April 24, 2026

Expiration:
April 29, 2026

Work Type:
On-site work
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