Financial Planner

5 months ago

Sydney, Australia CareSuper Full time

**Work options**: Hybrid

CareSuper values flexibility, and we recognise the benefit for our staff to have a choice in how they structure their work week with a combination of days working from home and some in the office as well as the benefits that come with opportunities for in-person connection and collaboration. That's why our hybrid model includes two (2) days per week required to work in the office, including attending one (1) nominated team day along with other members of your team.
- Enhance our member-first culture with strong planning ability
- Collaborative, supportive and close-knit team
- Permanent opportunity with Hybrid working

CareSuper is the leading fund for life for people who value high performance and a smoother ride over the longer term. As a multi-award winning fund, focused on achieving great outcomes for and acting in the best interests of its members, delivering high quality products, more personalised experiences and meeting their expectations for sustainability and integrity while helping them through the twists and turns of their life journey to live their best possible retirement.

If you've ever found yourself asking ‘can we do this better?' then you're exactly the kind of person we're looking for.

**The opportunity**

At CareSuper, we take pride in our trusted relationships with our members. Our Sydney team combines the strength of a nationally respected superannuation fund with the adaptability of a close-knit group. Here, you'll have the opportunity to work with a fund whose values align with your own. We are dedicated to serving our members' best interests while fostering a supportive and collaborative work environment, allowing you to fully utilise your financial planning expertise.

As a Financial Planner at CareSuper, you will work closely with our members, providing personalised and comprehensive financial planning advice in a thoughtful and holistic manner. Due to the high demand for our services, your schedule will be likely be filled with pre-booked appointments, enabling you to focus on delivering exceptional service. Additionally, your role will be supported by administrative assistance, including diary management, team administration, and paraplanning.

**What you'll bring**

We are looking for a team member who embodies exceptional customer service, reliability, adaptability, and a positive "can-do" attitude. You excel at communicating and prioritising your workload independently while being a team player. Your resourceful nature thrives in a fast-paced professional environment.

As a Financial Planner with us, you will:

- Generate statements of advice by undertaking consultative conversations with our members
- Accommodate and respond to member queries across retirement planning, risk, investments, superannuation, debt management and estate planning.
- Assist members with often complex decisions around the best way to protect and grow their wealth and structure their investments.
- Conduct education seminars, face to face or online as required.
- Attend workplace meetings and events when required.

**About you**

You also possess the following skills:

- Be an experienced and qualified financial planner.
- Deep experience in all aspects of retirement planning.
- Have strong technical knowledge evidenced by appropriate qualifications (MUST have Advanced Diploma Financial Planning as minimum qualification (Financial Planning/ RG146 compliant). CFP, bachelor’s degree or other relevant higher qualification preferred)
- Must have passed the industry exam.
- Willingness to embrace change as our fund continues to grow and evolve.
- Strong skills in simplifying complex information clearly and concisely.
- A demonstrated ability to work with a diverse range of people.

**Why CareSuper?**

Apart from our status as a high-performing Industry Super Fund and focus on providing high quality member customer service, we recognise that our staff are the drivers of our success. We are genuinely committed to delivering workplace diversity, sustainability, and flexible working arrangements. Our culture is under pinned by “SPIRIT” which stands for Service, Professionalism, Integrity, Relationships, Innovation and Teamwork.

We invest in the health, wellbeing, and development of our people by offering a range of great benefits to support you to be your best - professionally and personally. These are some of our many great benefits:

- Unlimited professional and personal development coaching with our inhouse team of accredited coaches, $200 health reimbursement, flu vaccinations and more
- Higher super contributions and income protection insurance
- Extra paid days of leave across the year
- Discounts and offers from more than 400 retailers
- Recognition awards

Applicants must have the relevant work rights to be considered for an opportunity at CareSuper and undergo a police check.
- Please note: While your details remain highly confidential in our recruitment process, w

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