Phone-Based Intra-Fund Financial Adviser (Hybrid) in Sydney

Mercer Financial Advice is recruiting for an Intra-fund Financial Adviser (phone-based) in Sydney or Melbourne. The role focuses on delivering scaled intra-fund advice by phone, with referrals to Strategic Advice when needed and timely preparation of Statements of Advice within 10 days.

You'll ensure compliance with MFA rules and maintain detailed member records, contributing to a high-quality member experience within a collaborative team.