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Financial Adviser
2 weeks ago
**The Role**
Join our team of expert Financial Advisers with opportunities now available in **Melbourne**(VIC), **Parramatta**(NSW) and **Perth**(WA).
Are you passionate about helping Australians achieve their financial goals? Do you have experience in providing quality intra-fund or scaled advice? Do you want to work with a specialist provider of financial advice service and a Professional Partner of the FPA? If you answered yes to these questions, then we have an exciting opportunity for you.
Link Advice, a part of the MUFG Retirement Solutions, works 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.
This is an ideal position if you are either:
- An experienced Adviser who wants to share your knowledge and skills with a diverse and enthusiastic team and enjoy a better work-life balance.
- An aspiring Adviser who wants to build up your experience and learn from the best in the industry.
- A mentor who wants to support and guide Junior Advisers in their career development.
As a Financial Adviser at Link Advice, you will benefit from:
- All advice appointments being vetted and booked by our Contact Centres, so you can focus on delivering quality advice.
- Access to support structures such as Paraplanning, Technical, Administration, and Compliance teams, so you can rely on their expertise and assistance.
**Key Responsibilities**
As a Financial Adviser, you will be responsible for:
- Understanding the needs, goals, and circumstances of your clients, and gathering their information in an online fact find.
- Explaining complex concepts in a simple and clear way and providing intra-fund advice and retirement advice that suits your clients' needs.
- Maintaining ongoing relationships with existing referral sources and building trust and rapport with your clients.
**Experience & Personal Attributes**
- A passion for financial advice and helping people, with at least 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 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 and ASIC compliant with evidence of completed CPD and registration on the ASIC Financial Adviser Register.
**Some of our Employment Benefits**
- FlexiWorks - 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
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**
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
