Financial Planner

2 weeks ago

Sydney, Australia Aware Super Full time

**Could you be super helpful?**

As one of Australia’s largest profit-for-members superannuation funds, we always remember whose money it is and whose future we’re looking after. Our 1.1m+ members. These are the people who inspire what we do and how we do it, every day.
And we walk our talk, inside as well as out. That care and inclusion, and a focus on better futures, also extends to the people who work at Aware Super. We are proud of our well-resourced and successful development and wellbeing programs, available to all our staff.

But don't take our word for it, the 2023 AFR BOSS Best Places to Work and awarded 2023 and 2024 Canstar’s Outstanding Value Super Fund in Australia awards back these claims. And while it’s nice to be recognised, we don't do it for the accolades. We work to help everyone get more from their super, so they can get more for their future.

**Your New Role**

At Aware Super, your role as a Financial Planner goes beyond the norm; it’s about nurturing trust and ensuring the financial well-being of our members and clients.

In this pivotal role as a Financial Planner in our fund, you will;
- Cultivate enduring client relationships, effectively attracting, servicing, and retaining clients
- Engage in insightful conversations, guiding our clients towards achieving their aspirations for a secure retirement
- Always act in the best interest of our clients, playing the role of an advocate for their financial well-being
- Serve as a key client-facing member of the Financial Planning Network, offering flexible consultation options to accommodate every client’s lifestyle (on-site and off-site, in person, by phone and video conferencing)
- Diligently prepare Statements of Advice (SOAs), upholding our commitment to compliance and advisory excellence
- Collaborate with our Client Servicing team to elevate the standard of client care, ensuring optimal outcomes for all

**How do you exceed our expectations?**

You are a dedicated and professional Financial Planner who's passionate about delivering high-quality financial planning advice to clients so they can make sound financial decisions which could positively impact their retirement.

We'd love to have you join our team if;
- You're committed to providing high quality financial planning and client service to our clients/members
- You hold the necessary licensing to provide personal advice, along with necessary educational qualifications that meet FASEA standards
- Your qualifications and tenure in the industry reflect your depth of knowledge and expertise
- Your understanding of the legal and compliance framework within the financial services industry is impeccable, with a commendable history of passing compliance audits

**Employee Experience**

We understand that not everyone works in the same ways. We offer flexibility so that you can perform your role at your best.

We love working at Aware Super because our hard work is rewarded by:

- A culture of career growth and development, backed by a commitment to internal career mobility
- Abundant well-being offerings like a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones
- Career defining opportunities such as high-impact projects to scale our business and industry leading products and services development

**The Aware Super difference**

At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.

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