Senior Financial Consultant

1 week ago


Perth, Western Australia Link Group Full time
About MUFG Pension & Market Services

We are a global business connecting millions of people with their assets – safely, securely, and responsibly. With over 6500 employees across 4 continents, we continue to grow every day.

MUFG Retirement Solutions is the largest business under MUFG Pension and Market Services, leading the administration for super funds in Australia. Many of our clients are household names, and we are well-positioned within a growing superannuation industry.

Our diverse team consists of employees from various cultural and linguistic backgrounds, celebrating the successes of our clients and colleagues.

The Role

We are seeking experienced Financial Advisers based in Melbourne (VIC) and one to be based in Perth (WA). If you have a passion for helping Australians achieve their financial goals and want to work with a specialist provider of financial advice services and a Professional Partner of the FPA, this opportunity is for you.

Link Advice, a part of the MUFG Retirement Solutions, requires 2 Financial Advisers to join our leading telephone-based Advice Team. We collaborate with some of Australia's largest Superannuation Funds to provide simple and effective financial advice to their members.

You will have the chance to educate and advise Australians on how to make the most of their superannuation savings, as well as provide retirement advice.

Key Responsibilities
  1. Understanding the needs, goals, and circumstances of your clients, and gathering their information in an online fact find.
  2. Explaining complex concepts in a simple and clear way and providing intra-fund advice and retirement advice that suits your clients' needs.
  3. Maintaining ongoing relationships with existing referral sources and building trust and rapport with your clients.
Requirements
  • A minimum of 1 – 3 years' experience in an advice role.
  • A high level of education and professionalism, meeting the minimum requirements under Financial Adviser Standards (FAS), passing the ASIC / (previously FAS) Financial Adviser Examination and being near completion or enrolled to meet FAS educational standards, with a relevant degree in Financial Planning, Accounting, or Economics.
  • Meet the Tax Financial Advice education minimum requirements.
  • Attention to detail and analytical skills, with the ability to understand the needs, goals, and circumstances of your clients, and gather their information in an online fact find.
  • Strong technical knowledge across key disciplines of financial advice, and the skill to explain complex concepts in a simple and clear way, providing intra-fund advice and retirement advice that suits your clients' needs.
  • FAS / ASIC / RG146 compliance with evidence of completed CPD, and registration on the ASIC Financial Adviser Register.
Benefits
  1. Salary between $80,000 and $110,000 AUD per annum.
  2. FlexiWorks – enabling employees to work in the office and at home.
  3. Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave.
  4. Employee Assistance Program.
  5. Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose.
  6. Talent Referral Program.
  7. Salary Sacrificing via Superannuation.
  8. Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support.
  9. Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft.
  10. Novated Car Leasing.


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