Financial Adviser

2 days ago


Perth, Western Australia Buscojobs Full time

Join to apply for the Financial Adviser role at MUFG Pension & Market Services

3 days ago Be among the first 25 applicants

Join to apply for the Financial Adviser role at MUFG Pension & Market Services

A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences. A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.

MUFG Pension & Market Services is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6500 employees across 4 continents and continue to grow every day. MUFG Retirement Solutions is the largest business under MUFG Pension and Market Services and we are the leading administrator for super funds in Australia. Many of our clients are household names. We are well positioned within a growing superannuation industry, combining our rich legacy with a fast-paced environment that enables rapid career growth. We are a diverse team with employees from various cultural and linguistic backgrounds, and we make sure to celebrate the successes of our clients and our people.

We're looking for two passionate Financial Advisers to join our leading telephone-based Intra-Fund Advice Team at Retire360, part of MUFG Retirement Solutions. If you're driven by helping Australians make the most of their superannuation and thrive in a member-first advice environment, this is your chance to make a real impact.

Whether you're an experienced adviser ready to mentor others or someone building your career in financial advice, we offer the support and flexibility to help you succeed.

What you'll be doing :

  • Delivering simple, high-quality intra-fund and retirement advice via phone
  • Building strong relationships with members and referral sources
  • Breaking down complex financial concepts into clear, actionable guidance
  • Collaborating with a supportive team including paraplanners, technical officers, and compliance experts
  • Contributing to a positive team culture focused on member outcomes

What we're looking for :

1–3 years' experience in a financial advice rolePassion for helping people and delivering member-centric adviceStrong technical knowledge across financial planning disciplinesNear completion or enrolled in FASEA-compliant qualificationsRegistered on the ASIC Financial Adviser Register and RG146 compliant

Some of our Employment Benefits

FlexiWorks – enabling our employees to work in the office and at homePurchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leaveEmployee Recognition Program - to recognise people who are demonstrating our values and Company purposeTalent Referral ProgramSalary Sacrificing via SuperannuationEmployee Assistance ProgramLearning & Development - Development at your fingertips via self-paced learning, including educational assistance supportEmployee discounts – Access discounted rates and offers from a variety of providers including Bupa and MicrosoftNovated Car Leasing

Culture at MUFG Pension & Market Services

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential. We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities / disabilities, religious or political belief, marital or family status or carers responsibilities.

How to apply

Ready to take the next step in your career?

Apply now with your resume highlighting your skills, experience, and why you would be a good fit for the role. Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.

Seniority level

Seniority level

Not Applicable

Employment type

Employment type

Full-time

Job function

Job function

Finance

Industries

Investment Advice and Pension Funds

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