Financial Adviser

4 weeks ago

Brisbane, Australia UniSuper Full time

About US

UniSuper is the custodian of our members’ life savings. Everything we do is aimed to deliver for our members. If you love working with passionate professionals, driving industry-leading performance and want to make a meaningful difference for others now and into the future, you’re in the right place. 

The Member and Advice team provide end to end customer services to all members helping them to understand, manage and tailor their retirement savings through the appropriate information at the right time. 

The "Home for Advice Professionals" is our bespoke employment value proposition to attract and retain advice talent in a competitive market. This strategy centers around fostering a sense of belonging, understanding, and respect for the critical work performed by our advice professionals and those who support them.

The opportunity

Due to several internal promotions from Select Advice across to our Comprehensive Advice team, we are now looking for a Financial Adviser to join our Select Advice business unit. With the complexities of our UniSuper products (including a Defined Benefit) and investment portfolio (including Sustainable options), in this role you will provide limited advice that is more challenging than your typical Intrafund advice role. Our Select Advice meetings are mainly virtual, with some by phone. This role will be based in Melbourne, Sydney or Brisbane.

Reporting into a Senior Financial Adviser you will be a part of a high performing team within a growing super fund. Referrals are qualified before coming to you and our service is low cost. You will be responsible for writing your own SOAs (on Xplan) which means you have full control over your diary. Thorough scoping of an advice need is required at the start of every meeting; however, your advice will help our members answer three questions:

  • What investment option is right for me?
  • How much insurance should I have? 
  • What is the best way for me to contribute to super? 

About You

We are looking for individuals who have worked in fast moving transformation environments and who are comfortable working with a degree of ambiguity. You are an experienced associate adviser or financial adviser, and you enjoy building relationships and providing excellent service. Mandatory requirements for this role are:

  • You are currently on the advice register
  • You have successfully completed the FASEA exam

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. UniSuper is proud of our culture and benefits, which empower our people to achieve their full potential, thrive, and grow their career with us. These include 

  • A personal development budget of $1500 to support employees in their professional growth. 
  • Exceptional parental leave to support employees in balancing their work and family responsibilities.
  • Mental physical and financial well-being initiatives

It should go without saying, but at UniSuper, we value and celebrate diversity and inclusion. We believe that a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don’t meet all the requirements.

Think Great. Create Great.

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