Financial Planner Vic

2 days ago

Melbourne, Australia AustralianSuper Full time

At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That’s why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow and deliver better outcomes for members.

**Your New Role**

Reporting to the Manager, Comprehensive Advice the Financial Planner is responsible for providing personal financial planning services predominately to members of AustralianSuper and non-members seeking to join AustralianSuper. This role is critical to the Fund’s objective to maximise the retirement outcomes of AustralianSuper members through increasing the quality and quantity of advice to members, long term financial sustainability and delivering compliant and ethical advice.

Key duties and responsibilities include but are not limited to
- Provide quality, compliant and ethical financial advice to members and non-members
- Conduct client interviews and provide financial management solutions to satisfy member needs
- Meet relevant Key Performance Indicators (KPIs) as set by the Fund
- Complete non-advice activities as directed such as education seminars and Fund eventsProvide effective communication to members through incoming calls, enquiries and members who have selected to be contacts via campaigns

**What You’ll Need**
- Minimum three years’ experience providing comprehensive personal advice to retail clients
- Successfully completed an approved Financial Planning degree, or higher degree, or on track to do so by 1 January 2026
- Successfully completed the Financial Adviser Exam.
- Eligible to provide tax (financial) advice
- A strong track record and proven success in delivering personal advice in a compliant, productive and ethical manner.
- Professional personal presentation, communication and influencing skills.
- High level of ethics and working in the member’s best interests
- The ability to work as part of a cohesive team as well as autonomously.
- Demonstrable track record of achieving relevant KPIs.
- Excellent technical skills.High levels of competency working with financial planning software (X-Plan preferred)

**Life at AustralianSuper**

AustralianSuper is committed to colleague development, and we support our people with ongoing learning, coaching and training, as well as career opportunities across our expanding global organisation. We offer generous leave entitlements and promote a blended working environment in which all roles can flex, and we’re happy to discuss what this looks like for you.

We cultivate a workplace that champions safety, respect, inclusiveness and diversity. We are committed to supporting our diverse workforce in a way that is inclusive and embraces diversity in all its forms. If you require any reasonable adjustments to the recruitment process or the role, please let our recruitment team know.

**What’s Next**

Australian or New Zealand citizenship or Australian permanent residency status is required.

**Progress powered by purpose.**
- **
- Agencies please note: this vacancy is being managed directly by AustralianSuper’s Talent Acquisition team. We will contact our preferred agency partners should we require additional support. Thank you._

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