Comprehensive Financial Adviser

Profusion Group; Sydney; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive pay

Hybrid work

Development opportunities

Supportive team

Meaningful impact

Job summary

Profusion Group is seeking an experienced Comprehensive Adviser to join our growing advice team within a leading superannuation fund. You will provide holistic financial advice to members, covering wealth accumulation through to retirement, and build lasting relationships based on trust and outcomes.

This role involves delivering SOAs, staying compliant with regulatory standards, and collaborating with internal teams to enhance member outcomes.

Qualifications

• Experience delivering holistic financial advice to members.
• Knowledge of superannuation, retirement strategies, and investments.
• Experience preparing Statements of Advice (SOA).

Responsibilities

• Deliver comprehensive financial advice across superannuation and investments.
• Build relationships with members to tailor advice.
• Prepare SOAs and ensure compliance with standards.
• Conduct regular reviews to align strategies with needs.
• Collaborate with internal teams to improve outcomes.
• Stay up to date with regulatory changes.

Skills

Client-focused

Financial services knowledge

Regulatory compliance

Communication

Education

Financial planning qualifications

Authorised Representative status

Job description

We are seeking an experienced and client-focused Comprehensive Adviser to join our growing advice team within a leading superannuation fund. In this role, you will provide holistic financial advice to members, helping them navigate all stages of their financial journey, from wealth accumulation through to retirement.

Key Responsibilities

• Deliver comprehensive financial advice covering superannuation, retirement planning, investments, insurance, and wealth strategies
• Build and maintain strong relationships with members, understanding their financial goals and tailoring advice accordingly
• Prepare SOAs and ensure all recommendations comply with regulatory and internal standards
• Conduct regular reviews to keep members’ strategies aligned with their evolving needs
• Collaborate with internal teams to enhance member outcomes and advice services
• Stay up to date with legislative and regulatory changes impacting financial advice and superannuation

About You

• Relevant qualifications in financial planning
• Current Authorised Representative status (or ability to obtain)
• Strong knowledge of superannuation, retirement strategies, and investment products
• Proven experience delivering holistic, client-centric financial advice
• Excellent communication and interpersonal skills
• High attention to detail and commitment to compliance and ethical standards

What We Offer

• Competitive salary package plus performance incentives
• Flexible and hybrid working arrangements
• Ongoing professional development and career progression opportunities
• A supportive, collaborative team environment
• The opportunity to make a meaningful impact on members’ financial wellbeing

We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.