Financial Adviser

One of Australia's largest superannuation funds is looking for a Financial Adviser for Sydney. Your new company
Join a leading, highly respected organisation in the superannuation and financial services sector. This business is known for its strong member-first philosophy, high ethical standards, and commitment to delivering accessible, quality financial advice. You'll work within a supportive, collaborative environment that values professionalism, ongoing development, and genuine client outcomes.
Your new role
As a Financial Adviser, you will provide personalised advice to members on a defined range of financial matters, with a strong focus on superannuation, retirement planning, estate planning and related optimisation opportunities.
You will:
• Deliver compliant, tailored personal advice across multiple channels including face-to-face, phone and video.
• Provide quality personal advice on superannuation products and services covering defined benefit superannuation schemes
• Build trusted relationships with existing and prospective members.
• Prepare high quality Statements of Advice and maintain accurate records in line with ASIC and licensee requirements.
• Stay across evolving tax, super and investment legislation to ensure advice is technically correct and up to date.
• Identify new referral opportunities, contribute to lead-generation activities, and participate in workplace seminars
• Collaborate with internal teams to enhance the member experience and support broader business goals.
• Mentor staff on advice opportunities and engage with stakeholders to strengthen employer and member connections.

What you'll need to succeed
• A degree in Financial Planning, Business, Finance, Commerce or related discipline.
• Completion of the Financial Adviser Exam.
• Eligibility to provide tax (financial) advice and listing on the ASIC Financial Adviser Register.
• Experience providing face to face financial planning advice.
• Strong technical capability across superannuation, retirement strategies and complex Defined Benefit funds.
• Strong compliance discipline, analytical skills, and the ability to tailor bespoke solutions.
• High professionalism, ethics, member centric focus and the ability to work collaboratively in a team.
• Willingness to travel occasionally for short trips to capital cities or regional areas.

What you'll get in return
• An opportunity to work within a purpose-driven organisation that genuinely prioritises member outcomes.
• Supportive leadership, collaborative culture, and strong investment in your professional development and CPD.
• Exposure to a broad and diverse membership base, including complex superannuation structures.
• The ability to make a meaningful impact by helping members achieve financial confidence and better retirement outcomes.
• Competitive salary package that isn't commission driven and access to professional growth pathways within a large, well-structured advice function.

What you need to do now
Please apply now or email your CV to [email protected] to be shortlisted.

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