Financial Planning Expert

3 weeks ago

Sydney, New South Wales, Australia Hostplus Full time

About the Role:



We are seeking a highly skilled Financial Planning Expert to join our team at Hostplus.



The successful candidate will be responsible for delivering comprehensive and high-quality personal financial advice, focusing on retirement planning, including Home Equity Access Scheme, and Aged Care options.



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 We Offer:




  • 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


About Us:



At Hostplus, we are passionate about delivering the best possible service to our over 1.7 million members, 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.



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.



We welcome and encourage applications from people of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, those with a disability, neurodiverse individuals, women, and people with a cultural or linguistically diverse background. If a reasonable adjustment is required to assist you during the recruitment process, please reach out to us via email at talent@hostplus.com.au


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