Financial Adviser
5 days ago
**About Us**
At UniSuper, we are dedicated to delivering exceptional retirement outcomes for our members. With a long history in the University sector, we are a place where future-minded Australians come together. Our culture is focused on being the best place to work in superannuation, driven by our values of genuine care, being better together, and a passion for outcomes. Our Member and Advice (M&A) business unit brings together all customer-facing teams with the ambition to deliver a consistently high-quality end-to-end service and advice experience
**The Role**
As a Financial Adviser in our Review Service team, you will play a crucial role in supporting Private Client Advisers to achieve measurable objectives, including appointment numbers, billable hours, and client satisfaction. In this 10 months, Sydney based, contract role, you will be responsible for contacting existing advice clients to generate review advice appointments, preparing for client meetings, and supporting Private Client Advisers with strategy development and client file management.
**Key Responsibilities**
- Contact existing advice clients to generate review advice appointments.
- Articulate the benefits of the 'Review Service' to members.
- Prepare for client meetings by undertaking calculations and research.
- Attend and contribute to successful client meetings with your aligned Private Client Adviser.
- Support Private Client Advisers with strategy development, client file management, and preparing Paraplanning briefs.
- Review Statement of Advice documents prior to presentation by Private Client Adviser.
- Prepare Records of Advice.
- Undertake Continuing Professional Development (CPD) activities as required by law
**About You**
A passionate financial planning professional with excellent interpersonal and communication skills. Possessing a keen eye for detail and strong time management abilities, you thrive both in team settings and independently. With a solid understanding of superannuation, tax, social security, insurance, financial markets, and investment products, you are committed to ongoing professional development.
Furthermore, you will bring:
- Passion for an ongoing career in Financial Planning
- A FASEA Approved Qualification in Financial Planning (ADFP or CFP desirable or studying towards).
- Ideally have passed the FASEA exam.
- Minimum of 3 years recent experience in an advice related role
UniSuper believes that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office. We are proud of our culture and benefits, which empower our people to achieve their full potential, thrive, and grow their career with us. These include:
- Competitive salary and performance-based incentives.
- Opportunities for professional development and career progression.
- Access to a range of health and wellbeing programs.
- A culture that values diversity and inclusion
**Think Great. Create Great
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