Financial Planner

4 days ago

Parramatta, 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
Located in our Financial Planning office in Parramatta, 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’s 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.

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