Posted: 02/09/2025
Closing Date: 16/09/2025
Job Type: Permanent - Full Time
Location: Melbourne
Job Category: Banking and Financial Services,Insurance & Superannuation

JOB DESCRIPTION

• Job title: Intra-fund Planner
• Position Type: Permanent position
• Location: We are open to applicants from any location nationally who have a suitable home office
• Summary: Provide high-quality, personalised financial advice to our valued members by delivering great customer service and building rapport

ABOUT THE ROLE

Are you passionate about helping people make the most of their super? Join CSC as an Intra-fund Financial Planner, where you’ll provide high-quality, personal financial advice that truly makes a difference in customers’ lives.
This is a work-from-home role with advice delivered primarily via video conferencing - giving you flexibility and balance in your day. You’ll assess customers’ financial situations and provide strategic superannuation advice that aligns with regulations and best practices.

KEY RESPONSIBILITIES:

• Deliver personal, intra-fund financial advice in line with legal and regulatory frameworks
• Participate in professional development activities and maintain certifications and licenses required for the role
• Contribute to team discussions and foster a positive, collaborative work environment
• Achieve key performance metrics, including customer satisfaction, compliance, and appointment targets
• Maintain effective relationships with key contacts and relevant third parties (e.g. Internal Stakeholders and Licensee) to produce successful business results.
• Working with Customer Group leaders to develop and deliver regular reporting across teams
• Supporting ad hoc projects and initiatives as required