Financial Planner

3 weeks ago

Sydney, New South Wales, Australia Hostplus Full time
About the Role

We are seeking a highly skilled Financial Planner to join our team at Hostplus. As a key member of our team, you will play a crucial role in helping our members achieve their retirement aspirations.

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.
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 providing our over 1.7 million members with the best possible service. We are inspired to help our members achieve greater security for their future and ensure they retire with dignity.

We are committed to diversity and inclusion, and we welcome 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.

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