
Financial Planner
3 days ago
**Work options**: Hybrid CareSuper values flexibility, and we recognise the benefit for our staff to have a choice in how they structure their work week with a combination of days working from home and some in the office as well as the benefits that come with opportunities for in-person connection and collaboration. That's why our hybrid model includes two (2) days per week required to work in the office, including attending one (1) nominated team day along with other members of your team. - Enhance our member-first culture with strong planning ability - Collaborative, supportive and close-knit team - Permanent opportunity with Hybrid working CareSuper is the leading fund for life for people who value high performance and a smoother ride over the longer term. As a multi-award winning fund, focused on achieving great outcomes for and acting in the best interests of its members, delivering high quality products, more personalised experiences and meeting their expectations for sustainability and integrity while helping them through the twists and turns of their life journey to live their best possible retirement. If you've ever found yourself asking ‘can we do this better?' then you're exactly the kind of person we're looking for. **The opportunity** At CareSuper, we take pride in our trusted relationships with our members. Our Sydney team combines the strength of a nationally respected superannuation fund with the adaptability of a close-knit group. Here, you'll have the opportunity to work with a fund whose values align with your own. We are dedicated to serving our members' best interests while fostering a supportive and collaborative work environment, allowing you to fully utilise your financial planning expertise. As a Financial Planner at CareSuper, you will work closely with our members, providing personalised and comprehensive financial planning advice in a thoughtful and holistic manner. Due to the high demand for our services, your schedule will be likely be filled with pre-booked appointments, enabling you to focus on delivering exceptional service. Additionally, your role will be supported by administrative assistance, including diary management, team administration, and paraplanning. **What you'll bring** We are looking for a team member who embodies exceptional customer service, reliability, adaptability, and a positive "can-do" attitude. You excel at communicating and prioritising your workload independently while being a team player. Your resourceful nature thrives in a fast-paced professional environment. As a Financial Planner with us, you will: - Generate statements of advice by undertaking consultative conversations with our members - Accommodate and respond to member queries across retirement planning, risk, investments, superannuation, debt management and estate planning. - Assist members with often complex decisions around the best way to protect and grow their wealth and structure their investments. - Conduct education seminars, face to face or online as required. - Attend workplace meetings and events when required. **About you** You also possess the following skills: - Be an experienced and qualified financial planner. - Deep experience in all aspects of retirement planning. - Have strong technical knowledge evidenced by appropriate qualifications (MUST have Advanced Diploma Financial Planning as minimum qualification (Financial Planning/ RG146 compliant). CFP, bachelor’s degree or other relevant higher qualification preferred) - Must have passed the industry exam. - Willingness to embrace change as our fund continues to grow and evolve. - Strong skills in simplifying complex information clearly and concisely. - A demonstrated ability to work with a diverse range of people. **Why CareSuper?** Apart from our status as a high-performing Industry Super Fund and focus on providing high quality member customer service, we recognise that our staff are the drivers of our success. We are genuinely committed to delivering workplace diversity, sustainability, and flexible working arrangements. Our culture is under pinned by “SPIRIT” which stands for Service, Professionalism, Integrity, Relationships, Innovation and Teamwork. We invest in the health, wellbeing, and development of our people by offering a range of great benefits to support you to be your best - professionally and personally. These are some of our many great benefits: - Unlimited professional and personal development coaching with our inhouse team of accredited coaches, $200 health reimbursement, flu vaccinations and more - Higher super contributions and income protection insurance - Extra paid days of leave across the year - Discounts and offers from more than 400 retailers - Recognition awards Applicants must have the relevant work rights to be considered for an opportunity at CareSuper and undergo a police check. - Please note: While your details remain highly confidential in our recruitment process, w
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Financial Planner – SW Sydney
3 weeks ago
Sydney, Australia financial-advisor.de Full timeHybrid 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...
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Associate Financial Planner
5 days ago
Sydney, Australia bdhSterling Full timeAre you passionate about delivering excellent client service? Do you want to work in a Global financial services company who believe that its employees are just as important as its clients? If so read on as you might be our next team member! As one of our team you will have access to our excellent benefits package including enhanced annual leave, day off...
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Financial Planner
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Sydney, Australia NobleOak Full time**Closing Date**: 30/08/2025 **Job Type**: Contract **Location**: Sydney office **Job Category**: Product & Underwriting NobleOak 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 role! **Job...
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Financial Planner
1 week ago
Sydney, Australia Aware Super Full timeWant 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...
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Financial Planner
1 week ago
Sydney, Australia Employ Full timeNFP 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...
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Financial Planner
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Sydney, Australia NGS Super Full time**Introduction**: NGS Staff Benefits Before you learn more about the job ad, we encourage you to familiarise yourself with our fantastic NGS Staff Benefits page (link below) to understand our offering which includes Additional Leave Entitlements, Personal & Professional Development and Health & Wellbeing Benefits. About us We are an award winning, national...
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Financial Planner
3 days ago
Sydney, Australia Hostplus Full timeFinancial Planner **How will you make an impact?** Are you passionate about making a positive impact to our members dignified retirement? You will play a crucial role in helping our members attain their retirement aspirations. **The opportunity** We are dedicated to enabling our members to achieve their retirement dreams. As one of Australia's leading...
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Junior Planner/associate Planner
2 weeks ago
Sydney, Australia International Search Partners Full timeA 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...
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Financial Planner
4 days ago
Sydney, New South Wales, Australia Roskow Independent Advisory QLD Full time $60,000 - $80,000 per yearThe opportunityAn outstanding opportunity has opened for an early-career Financial Planner to join Roskow Independent Advisory as a key team member, as we continue our national expansion. This role provides the chance to work closely with clients on meaningful, strategy-led advice that genuinely enhances lives. It's a responsible and fulfilling position,...
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Experienced Financial Planner
2 weeks ago
Sydney, Australia International Search Partners Full timeOur 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...