Financial Adviser

Permanent, full time, hybrid opportunity for an experienced Financial Adviser with defined benefit experience. Your new company
You will be working for a member-focused superannuation fund created through the merger of two large Australian funds. A profit-to-member organisation with no shareholders, who reinvest surpluses to deliver lower fees and better-value products and services. They support members at every stage of their working and retirement journey, helping them feel secure and confident about their financial future.
Your new role
The Financial Adviser is responsible for providing tailored personal advice solutions to clients on a limited range of financial issues to achieve better superannuation outcomes. This advice focusses on superannuation products, including Defined Benefit accounts relevant to a skill set, super optimisation, contributions, personal insurance and other strategies as deemed appropriate.

Build and maintain strong relationships to build trust with existing and prospective members to meet their needs efficiently and professionally.

Provide quality personal advice on superannuation products and services.

Ensure advice recommendations are technically correct, compliant, and tailored to the client's personal needs and objectives.

Provide advice on a range of financial matters, including investment strategies, superannuation, tax planning, retirement planning, and estate planning.

Recommend financial products such as investments, insurance, superannuation funds, and other financial services.

Refer members to our National Advice Panel where a member's needs are outside the scope of advice and the member is specifically seeking this advice.

What you'll need to succeed

Financial Planning/Business/Finance/Commerce or a related bachelor's degree or higher.

Driven to achieve outstanding client outcomes.

Completion of the Financial Adviser Exam.

Meet the requirements to provide tax (financial) advice.

Be listed on the ASIC Financial Advisers Register.

Extensive experience in providing financial planning advice in a face-to-face setting.

Experience presenting financial situations and scenarios simply and convincingly across multiple channels and to individuals or large audiences.

Strong operational and advisory knowledge of complex Defined Benefit accounts.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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