Financial Adviser

3 months ago

Perth, Australia Link Group Full time

About MUFG Pension & Market Services

MUFG Pension & Market Services is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6500 employees across 4 continents and continue to grow every day.

MUFG Retirement Solutions is the largest business under MUFG Pension and Market Services and we are the leading administrator for super funds in Australia.  Many of our clients are household names. We are well positioned within a growing superannuation industry, combining our rich legacy with a fast-paced environment that enables rapid career growth.

We are a diverse team with employees from various cultural and linguistic backgrounds, and we make sure to celebrate the successes of our clients and our people.

The Role
Join our team of expert Financial Advisers, we are looking for Financial Adviser based in Melbourne (VIC) and one to be based in Perth (WA).

Are you passionate about helping Australians achieve their financial goals? Do you have experience in providing quality intra-fund advice? Do you want to work with a specialist provider of financial advice service and a Professional Partner of the FPA? If you answered yes to these questions, then we have an exciting opportunity for you.

Link Advice, a part of the MUFG Retirement Solutions, is looking for 2 Financial Advisers to join our leading telephone-based Advice Team. We work with some of Australia’s largest Superannuation Funds to provide simple and effective financial advice to their members. You will have the chance to educate and advise Australians on how to make the most of their superannuation savings, as well as provide retirement advice.

This is an ideal position for you if you are:

  • An experienced Adviser who wants to share your knowledge and skills with a diverse and enthusiastic team and enjoy a better work-life balance.
  • An aspiring Adviser who wants to build up your experience and learn from the best in the industry.
  • A mentor who wants to support and guide Junior Advisers in their career development.

As a Financial Adviser at Link Advice, you will benefit from:

  • All advice appointments being vetted and booked by our Contact Centres, so you can focus on delivering quality advice.
  • Access to support structures such as Paraplanning, Technical, Administration, and Compliance teams, so you can rely on their expertise and assistance.

Key Accountabilities and main responsibilities
As a Financial Adviser at Link Advice, you will be responsible for:

  • Understanding the needs, goals, and circumstances of your clients, and gathering their information in an online fact find.
  • Explaining complex concepts in a simple and clear way and providing intra-fund advice and retirement advice that suits your clients' needs.
  • Maintaining ongoing relationships with existing referral sources and building trust and rapport with your clients.

Experience & Personal Attributes

  • A passion for financial advice and helping people, with at least 1 – 3 years’ experience in an advice role.
  • A high level of education and professionalism, meeting the minimum requirements under Financial Adviser Standards (FAS), passing the ASIC / (previously FAS) Financial Adviser Examination and being near completion or enrolled to meet FAS educational standards, with a relevant degree in Financial Planning, Accounting, or Economics. 
  • Meet the Tax Financial Advice education minimum requirements.
  • Attention to detail and analytical skills, with the ability to understand the needs, goals, and circumstances of your clients, and gather their information in an online fact find.
  • Strong technical knowledge across key disciplines of financial advice, and the skill to explain complex concepts in a simple and clear way, providing intra-fund advice and retirement advice that suits your clients' needs.
  • FAS / ASIC / RG146 compliance with evidence of completed CPD, and registration on the ASIC Financial Adviser Register.

Some of our Employment Benefits

  • FlexiWorks – enabling our employees to work in the office and at home
  • Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
  • Employee Assistance Program
  • 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 @ 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 and detailed cover letter 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.

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