Financial Planner

2 months ago

Sydney, Australia Hostplus Full time

Financial Planner

**How will you make an impact?**

Are you passionate about making a positive impact to our members dignified retirement?

You will play a crucial role in helping our members attain their retirement aspirations.

**The opportunity**

We are dedicated to enabling our members to achieve their retirement dreams. As one of Australia's leading superannuation funds, we are excited to offer an opportunity for a skilled Financial Adviser to join our team. We pride ourselves on delivering high-quality, ethical, and compliant financial advice that truly benefits our members.

Based in our Sydney location, you will play a crucial role in helping our members attain their retirement aspirations. Your expertise will contribute to enhancing retirement outcomes through the provision of top-tier, fully-compliant financial advice. With the unwavering support of dedicated advice support and paraplanning teams, this role is tailor-made for advisers who want to focus on providing valuable advice that empowers members to approach their retirement confidently.

**Key Responsibilities**:

- Deliver comprehensive and high-quality personal financial advice, focusing on retirement planning, including Home Equity Access Scheme, and Aged Care options.
- Uphold the highest ethical and professional standards, ensuring adherence to all relevant legislative and licensing standards and guidelines.
- Host engaging and informative webinars centered around superannuation and retirement topics, educating members on the pivotal role of financial advice in achieving a successful retirement.
- Foster and nurture relationships with internal staff, strategic partners, and stakeholders to increase member engagement with the fund's financial advisory services.

**About you**:

- A minimum of 3 years' proven experience offering comprehensive financial planning advice to retail clients.
- Strong commitment to ethical practices, always prioritizing the best interests of members.
- Demonstrated history of delivering compliant, ethical, and productive personal advice at scale.
- Exceptional personal presentation, communication, and influencing skills.
- Ability to work autonomously and collaboratively as part of a national team.
- Proficiency in superannuation advice, particularly in retirement planning.
- Extensive experience using financial planning software, with a preference for XPLAN.

Mandatory Requirements:

- Fully met FASEA education standards and listed as current on the Financial Adviser Register
- Approved/Relevant University degree / Graduate Diploma in Financial Planning
- Passed the FASEA exam and listed on the FAR register as being able to provide tax (financial)

**What can we offer you?**

Our employees are passionate about what we do and are proud to be part of an organisation which helps everyday Australians achieve a brighter future. We value diversity of thought and have an open and flexible workplace. Some industry leading benefits we offer include:

- Hybrid and flexible work environment
- 15% superannuation
- Additional paid leave over Christmas and New Year
- Additional 5 days paid "flex leave", so that you can take time out when you need it
- 18 weeks paid parental leave
- 3 days community service leave
- 4 weeks paid gender affirmation leave
- Access to long service leave at 5 years
- Access to subsidised financial advice
- Dedicated per person development budget to support your growth

Just to name a few

**About us**

At Hostplus, we passionately provide our over 1.7 million members with the best possible service; constantly looking for new ways to deliver better value while helping members get the most out of their super. We are inspired to help our members achieve greater security for their future and ensure they retire with dignity.

Your role at Hostplus will make a difference, whether you're in marketing, financial advice, operations or any of our other divisions - you'll be contributing to ensuring our members retire with the best possible outcomes, and what better feeling is there than knowing your role helps someone to retire with dignity and security?

**Our commitment to diversity and inclusion**

We are passionate about creating an inclusive workplace that promotes and values diversity. We believe diversity of thought, background and experience strengthens relationships and delivers meaningful benefits to our people, our members, and the communities we operate in.

**How do I apply?**

**Related documents**
- Financial Planner PD 2024
- Hostplus Employee Benefits (37)
- Hostplus Values (6)
- Published on 16 Sep 2024, 12:44 AM

Job ID GX6KN

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