Associate Financial Adviser

A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences. A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.

We're looking for a number of passionate Financial Advisers to join our leading telephone-based Scaled Advice Team at Retire360, part of MUFG Retirement Solutions, with positions based in NSW, VIC and WA.  

Ideally you are driven by helping Australians make the most of their superannuation and thrive in a member first advice environment, this is your chance to make a real impact. 

If you are someone who is also looking to build your career in financial advice, learn the craft of providing financial advice to members and actually deliver the advice yourself, this may be the ideal position for you. We offer a structured training program to ensure you receive the maximum support and flexibility to help you succeed. 

What you'll be doing:
 

• Delivering simple, high-quality Scaled (Intra-fund) and retirement advice via phone
• Building strong relationships with members and referral sources
• Breaking down complex financial concepts into clear, actionable guidance
• Collaborating with a supportive team including paraplanners, and compliance experts
• Contributing to a positive team culture focused on member outcomes

What we're looking for:
 

• 1 year experience in a financial advice role and someone who has completed their professional year.
• Passion for helping people and delivering member-centric advice
• Strong technical knowledge across financial planning disciplines
• Near completion or enrolled in FASEA-compliant qualifications
• Registered on the ASIC Financial Adviser Register and RG146 compliant

Some of our Employment Benefits
 

• Blended working environment – enabling our employees to work in the office and at home
• Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
• Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose
• Talent Referral Program
• Salary Sacrificing via Superannuation
• Employee Assistance Program
• Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
• Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft
• Novated Car Leasing

Culture at MUFG Pension & Market Services
 

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential. We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities. 

How to apply
 

Ready to take the next step in your career? 

Apply now with your resume highlighting your skills, experience, and why you would be a good fit for the role. Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.