
Associate Financial Adviser
4 days ago
We’re looking for a number of passionate Financial Advisers to join our leading telephone-based Scaled Advice Team at Retire360, part of MUFG Retirement Solutions, with positions based in NSW, VIC and WA.
Ideally you are driven by helping Australians make the most of their superannuation and thrive in a member first advice environment, this is your chance to make a real impact.
If you are someone who is also looking to build your career in financial advice, learn the craft of providing financial advice to members and actually deliver the advice yourself, this may be the ideal position for you. We offer a structured training program to ensure you receive the maximum support and flexibility to help you succeed.
**What you’ll be doing**:
- Delivering simple, high-quality Scaled (Intra-fund) and retirement advice via phone
- Building strong relationships with members and referral sources
- Breaking down complex financial concepts into clear, actionable guidance
- Collaborating with a supportive team including paraplanners, and compliance experts
- Contributing to a positive team culture focused on member outcomes
**What we’re looking for**:
- 1 year experience in a financial advice role and someone who has completed their professional year.
- Passion for helping people and delivering member-centric advice
- Strong technical knowledge across financial planning disciplines
- Near completion or enrolled in FASEA-compliant qualifications
- Registered on the ASIC Financial Adviser Register and RG146 compliant
**Some of our Employment Benefits**
- Blended working environment - enabling our employees to work in the office and at home
- Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
- Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose
- Talent Referral Program
- Salary Sacrificing via Superannuation
- Employee Assistance Program
- Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
- Employee discounts - Access discounted rates and offers from a variety of providers including Bupa and Microsoft
- Novated Car Leasing
**Culture at MUFG Pension & Market Services**
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential. We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
**How to apply**
Ready to take the next step in your career?
MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets - safely, securely and responsibly.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
Our MUFG Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.
By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.
MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our peop
-
Associate Adviser
4 days ago
Perth, Australia Insignia Financial Ltd Full timeAssociate Adviser **Location**:PERTH, WA, AU, 6000 **Employment Type**:Permanent Full Time - Work with experienced Private Wealth Advisers and be part of a high performing and collaborative team, delivering financial freedom and peace of mind to clients - Commitment to providing exceptional client services - Enjoy a supportive work environment with hybrid...
-
Associate Financial Adviser
1 week ago
Perth, Western Australia MUFG Pension & Market Services Full time $60,000 - $80,000 per yearA global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services,...
-
Associate Financial Adviser
1 week ago
Perth, Western Australia MUFG Full time $60,000 - $90,000 per yearWe're looking for a number of passionate Financial Advisers to join our leading telephone-based Scaled Advice Team at Retire360, part of MUFG Retirement Solutions, with positions based in NSW, VIC and WA.Ideally you are driven by helping Australians make the most of their superannuation and thrive in a member first advice environment, this is your chance to...
-
Financial Adviser
6 days ago
Perth, Australia Link Group Full time**Overview** Link Advice, a specialist provider of financial advice service is looking for 2 passionate Financial Advisers to join our leading telephone based intra-fund Advice Team. As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model. In partnership...
-
Financial Adviser
2 weeks ago
Perth, Australia Link Group Full time**Why Link Group** Link Group is a global business connecting millions of people with their assets - safely, securely, and responsibly. We have 7000 employees across 4 continents and continue to grow every day. Retirement and Superannuation Solutions is the largest business under Link Group and we are the leading administrator for super funds in Australia....
-
Financial Adviser Planner
7 days ago
Perth, Australia PRIME Global Talent Full timeWork-from-home flexibility - Focus on work/life balance - Reimbursement for any relevant future study Our client is a global organisation that partners with financial market participants (equities, pension, superannuation, investments, property, etc.) to deliver services and solutions that enhance the user experience and make scaled administration...
-
Financial Advice Assistant
6 days ago
Perth, Australia Mercer Full time**Financial Advice Assistant** **What can you expect?** - To support Senior Financial Advisers and Associate Advisers in preparing and implementing advice - Being the first point of contact for our clients - The opportunity to progress your career in Financial Advice **What is in it for you?** - Leading training and development programs - Professional...
-
State Operations Manager
2 weeks ago
Perth, Australia Insignia Financial Ltd Full timeState Operations Manager **Location**:Perth, WA, AU, 6000**Employment Type**:Max Term Full Time- Award Winning Australian Wealth Management Business - Perth Location - 15 month contract - Manage the Operations Team for SFG - Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients...
-
Intra-fund Adviser, Financial Planner
4 days ago
Perth, Australia PRIME Global Talent Full timeRole offers great work/life balance - Customer centric role focused on service rather than sales - Reimbursement for relevant future study Our client is a global organisation that partners with financial market participants such as Super Funds to deliver services and solutions that enhance the user experience and make scaled administration simple. They are...
-
Client Relationship Manager
3 hours ago
Perth, Australia Insignia Financial Full timeClient Relationship Manager - Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - A huge array of awesome employee benefits and incentives **T** **he opportunity to join our team** Based in Perth, the position of Client Relationship Manager is an essential element of the Shadforth Financial Group...