Financial Planner

2 days ago


Sydney, Australia Aware Super Full time

Want to be a force for good?
At Aware Super we believe that we do well through doing good. Finding ways to support our communities is part of our DNA and we have a track record of being bold and breaking new ground. We have always believed that we have a responsibility to invest in ways that deliver strong returns for members at the same time as improving our communities, building a more sustainable economy and supporting employment locally and globally.

About this opportunity
As a Financial Planner at Aware Super, you will provide relevant, compliant and high quality advice to our members and external clients. You will be responsible for producing SOAs and ROAs according to compliance standards and ensuring the recommendations are implemented as per client instructions and agreement. This role has a key focus in servicing as well as attracting and retaining clients for Aware Super.

How do you exceed our expectations?
To be successful in this role, you will have at least 5 years' experience as a Financial Planner with strong knowledge of the advice process within major financial services/wealth management.

Additionally, you will have;
A Bachelor degree/relevant tertiary education which meets FASEA requirements (essential);
A Diploma in Financial Planning;
Strong understanding of the legal and compliance framework within the financial services industry;
Prescribed CPD points that are up to date; and
A commitment to provide advice that is in the best interests of our members/clients

Employee experience
We’re passionate about providing an employee experience that is full of opportunity for our people to develop and grow in their careers. We provide employee benefits that truly make our workplace the best place to work including generous leave offerings, salary continuance insurance, flexible working, professional and personal development and health and well-being initiatives.

The Aware Super difference
At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our people, members and communities. Our people are focused on creating a diverse and dynamic environment that embraces and values differences and enables our team to bring their whole selves to work. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador. Our members are at the heart of everything we do, and we CARE deeply, DELIVER honourably, and LEAD bravely.



  • Sydney, Australia financial-advisor.de Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. - Mature Boutique Advisory Firm - Established Accounting Relationships - Hybrid Role - Book + Referrals - Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties...

  • Financial Planner

    2 weeks ago


    Sydney, New South Wales, Australia CAAA Full time $120,000 - $180,000 per year

    Unlock an Exclusive Opportunity as a Seasoned Financial PlannerAre you a seasoned Financial Planner with a proven track record in business development and a passion for helping clients achieve their financial goals?If you're ready to take the lead in developing and growing the planning division within our Top 50 accounting firm, we invite you to explore this...

  • Financial Planner

    4 weeks ago


    Sydney, New South Wales, Australia Sterling Ltd Full time

    Overview At bdh Sterling, we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK.As a multi-award-winning cross-border financial planning firm, we pride ourselves on delivering expert, holistic advice that empowers our clients to make confident financial decisions.We're now...

  • Financial Planner

    2 weeks ago


    Sydney, New South Wales, Australia bdhSterling Full time $90,000 - $120,000 per year

    At bdhSterling, we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK. As a multi-award-winning cross-border financial planning firm, we pride ourselves on delivering expert, holistic advice that empowers our clients to make confident financial decisions.We're now seeking a...

  • Financial Planner

    2 weeks ago


    Sydney, New South Wales, Australia NobleOak Full time $90,000 - $120,000 per year

    Closing Date: 30/08/2025Job Type:ContractLocation:Sydney officeJob Category:Product & UnderwritingNobleOak is a high-growth challenger brand that puts the client at the centre of our business.Are you an experienced financial planner looking for a part-time opportunity? Join our team in Sydney for a specialised roleJob DescriptionJob DescriptionAs an...

  • Financial Planner

    4 days ago


    Sydney, Australia Employ Full time

    NFP Super Fund - Service existing member clients - Requires someone who loves serving clients Our client is a small NFP Super Fund that has been serving its industry-based members for over 30 years. This Sydney-based fund is seeking to recruit an additional Financial Planner to support the existing team to service their current membership and increase fund...


  • Sydney, Australia International Search Partners Full time

    A new position has become available within a well-established and progressive Financial Planning Practice for their location in the Shire. Renown for their professionalism and high level of customer service we are seeking to appoint an experienced Associate Planner who is seeking to take the next step into becoming a Financial Planner. Working closely with...


  • Sydney, New South Wales, Australia Fiducian Macarthur Full time $60,000 - $80,000 per year

    Unique Opportunity for a Part-time Financial PlannerWe are a Franchisee of a National Financial Planning company currently seeking a Part-time Financial Planner for our Narellan office.We are currently an all female team offering great Financial Advice to the Macarthur area. We do things a little different and are looking for the next great person to add to...


  • North Sydney Council, Australia Robert Walters Full time $120,000 - $180,000 per year

    A leading integrated accounting and wealth advisory group with a national network of professional advisers. The firm delivers trusted, holistic advice that empowers individuals, families, and businesses to achieve financial security and long-term success.Our client is seeking a highly experienced and client-focusedSenior Financial Plannerto join the advisory...


  • Sydney, Australia International Search Partners Full time

    Our client is a well-established Financial Planning Practice specializing in providing comprehensive advice to high networth individuals. Their business is focused on quality rather than quantity so to deliver a high level of service and personalized advice with positive outcomes for clients. With continuous growth the Practice is seeking to appoint an...