Graduate Financial Adviser

10 hours 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

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