Graduate Financial Adviser

4 days ago

Brisbane, Australia Australian Retirement Trust Full time

**Take hold of a monster opportunity and join our Practice Management and Adviser Growth team as a Graduate Financial Adviser through a Professional Year Program.**

**Why join us?**
- You'll get 14% super as standard, to help your future come alive.
- Unleash your potential and build a career to be proud of through excellent training and development opportunities.
- Balance your work between in-person days at our purpose-built hubs and working from home.
- In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.

**About the role**

We’re all about helping our members make the most of their money. And while they go after their goals, you can too. As a Graduate Financial Adviser, you'll join a structured and supervised Professional Year program, giving personal advice on superannuation products. You'll help members with strategies that cover taxation, Centrelink, investments, and estate planning. This includes retirement planning, optimising superannuation, transitioning to retirement, setting up pensions, and personal insurances.

Day to day, you'll:

- Keep a record of all relevant activities you complete during your Professional Year.
- Make sound decisions based on your professional values, ethics, and attitudes.
- Offer quality personal advice and guidance to members using a range of approved superannuation products and services.
- Provide excellent customer service by actively responding to and educating members, helping them understand different aspects of their financial situation.
- Ensure your advice recommendations are technically accurate, compliant, and tailored to meet members' needs, objectives, and personal financial circumstances.

**About you**

You're passionate about a career in financial advice, with a solid understanding of the intrafund landscape. You thrive in a dynamic, fast-paced, and client-focused environment. You've got up-to-date knowledge of tax, retirement, superannuation, and investment strategies, as well as the latest legislation and compliance requirements.
- You have completed or are within six months of finishing an approved degree.
- You have excellent attention to detail, analytical and problem-solving skills.
- You meet the requirements to start a Financial Planning Professional Year.
- You have strong client focus with superior relationship management and influencing skills.
- You have strong financial and technical analysis skills.

**About us**

Our 2.3 million members trust us to take care of almost $300 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you’ll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.

We don’t want to leave you with a monstrous wait. So, you’ll hear from us after the closing date to find out whether you’ve made it through to the next round or not. Being fair and up-front is important to us - and recruitment is no different.

LI-Hybrid

  • Financial Adviser

    2 weeks ago

    Brisbane, Australia Australian Retirement Trust Full time

    Be part of an inclusive and high-performing team - Enjoy a rewarding career move with opportunities for development - Make a difference with a fund that puts members first **About us** When you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2 million members. Australian Retirement Trust...

  • Financial Adviser

    2 weeks ago

    Brisbane, Australia Australian Retirement Trust Full time

    **A fantastic opportunity exists to join our Advice Delivery team as a Financial Adviser - Intrafund! We now have multiple fulltime permanent vacancies!** **Why join us?** - State of the Art brand new office overlooking Southbank with end of trip facilities, yoga and multi faith room, barista coffee on every floor, indoor gardens and much more to encourage...

  • Financial Adviser

    2 weeks ago

    Brisbane, Australia Australian Retirement Trust Full time

    **We are now looking for multiple **Financial Advisers in Brisbane, Sydney and Melbourne to join our wonderful Advice and Guidance team!** **Why join us?** - We’re hybrid by default with a mature outlook on flexible work arrangements so you can truly balance work and whatever else is important to you. - When you are in one of our brand-new offices, you...

  • Financial Planning Graduate

    7 days ago

    Brisbane, Australia J and G Full time

    Are you studying for a degree in financial planning? Do you want a role in the industry now? I have two clients that are looking to employ someone studying or a recent graduate of financial planning. Both roles are based in Brisbane City. Both roles will support your career development in the industry. If you want to be an adviser they will put you...

  • Associate Financial Adviser

    5 hours ago

    Brisbane, Queensland, Australia At Full time

    Add expected salary to your profile for insightsWe are seeking a motivated and ambitious candidate to join our dynamic and growing team as an Associate Financial Planner.This role is perfect for individuals who are passionate about finance, eager to learn, and committed to developing a successful career in financial planning.Company overviewHorizon Wealth...

  • Financial Adviser, Intra-fund

    8 hours ago

    Brisbane, Australia Perigon Group Full time

    Excellent training and mentoring - Very competitive long term career development - Well suited to a recently registered Financial Adviser **Our Client** One of Australia’s longest running and most trusted superannuation funds help members from all industries across Australia with market-leading investment products, as well as insurance and advice. With...

  • Financial Adviser

    1 week ago

    Brisbane, Australia Zurich Insurance Full time

    A new adventure awaits- At Zurich we’re on a journey, even though we are 150 years young, we are lighting the way to a brighter future. A brighter future for you - focused on your career, your wellbeing and your community - as well as our customers and the planet.- This exciting adventure will drive positive impact. So, if you want to be part of a values...

  • Expression of Interest

    2 weeks ago

    Brisbane, Australia Australian Retirement Trust Full time

    **A fantastic permanent opportunity exists to join our Advice and Guidance team as a Financial Adviser - Intrafund! We now have multiple entry level vacancies with several induction dates in the next 12 months!** **Why join us?** - State of the art offices, with offerings like end of trip facilities, yoga and multi faith room, barista coffee, indoor...

  • Financial Planning Assistant

    6 days ago

    Brisbane, Australia Insignia Financial Ltd Full time

    Financial Planning Assistant **Location**:BRISBANE, QLD, AU, 4000 **Employment Type**:Permanent Full Time - Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Based in Queen St, Brisbane - Permanent Full Time Opportunity. - Shadforth Financial Group is one of Australia’s leading financial...

  • Financial Planning Assistant

    2 weeks ago

    Brisbane, Australia Insignia Financial Ltd Full time

    Financial Planning Assistant **Location**:BRISBANE, QLD, AU, 4000 **Employment Type**:Max Term Full Time - Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Based in Queen St, Brisbane - 14 month Max Term Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory...