Financial Planner

1 day ago

Sydney, New South Wales, Australia Hostplus Full time
{"title": "Financial Planner - Retirement Expert", "content": "Unlock Your Potential as a Financial Planner

At Hostplus, we're passionate about empowering our members to achieve a secure and dignified retirement. As a Financial Planner, you'll play a vital role in helping our members navigate the complexities of superannuation and retirement planning.

With a strong focus on delivering high-quality, compliant, and ethical financial advice, you'll work closely with our members to understand their unique needs and goals. Your expertise will contribute to enhancing retirement outcomes, and you'll have the opportunity to make a meaningful impact on the lives of our members.

Key Responsibilities:

  • Deliver comprehensive and personalized 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) advice.

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're dedicated to providing our over 1.7 million members with the best possible service. We're constantly looking for new ways to deliver better value while helping members get the most out of their super. We're 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?

We're 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 "".

How to Apply:

If you're interested in this opportunity, please follow the prompts to make an application. We have an important duty to our members, all appointments are made subject to a satisfactory National Police, Bankruptcy and Insolvency Check.

"}

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