Financial Planner

Aware Super; Penrith; On-site; AUD 70,000 - 120,000; Full time

Benefits offered by this job

Health & fitness reimbursement

Work from home technology reimburse.

Salary continuance insurance

Organisation-wide meeting free zones

Job summary

Aware Super in Penrith is seeking a Financial Planner to manage client relationships, guide retirement planning, and act in clients' best interests. This role requires licensing to provide personal advice and FASEA-standard qualifications, with a focus on compliant advisory delivery.

You will work from the Penrith office with a blend of on-site and remote consultations, collaborating with the Financial Planning Network to elevate client care and outcomes for our 1.1 million members and

Qualifications

• Licensing to provide personal financial advice.
• Educational qualifications meeting FASEA standards.
• Experience in financial planning and client service.

Responsibilities

• Cultivate enduring client relationships and retain clients.
• Guide clients toward retirement aspirations.
• Prepare Statements of Advice with compliance and advisory excellence.
• Provide flexible, on-site and off-site consultations to accommodate client needs.

Skills

Client relationships

Financial planning

Client servicing

Advisory skills

Education

FASEA standards compliance

Job description

As one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world.

Sound good? Learn more about us and what we do at aware.com.au

Your New Role

At Aware Super, your role as a Financial Planner goes beyond the norm; it’s about nurturing trust and ensuring the financial well-being of our members and clients. This role will be based in our Penrith office and will be required to work from the office 3 days per week to meet member appointment requests.

In this pivotal role as a Financial Planner in our fund, you will;

Cultivate enduring client relationships, effectively attracting, servicing, and retaining clients;

Engage in insightful conversations, guiding our clients towards achieving their aspirations for a secure retirement;

Always act in the best interest of our clients, playing the role of an advocate for their financial well-being;

Serve as a key client-facing member of the Financial Planning Network, offering flexible consultation options to accommodate every client’s lifestyle (on-site and off-site, in person, by phone and video conferencing);

Diligently prepare Statements of Advice (SOAs), upholding our commitment to compliance and advisory excellence; and

Collaborate with our Client Servicing team to elevate the standard of client care, ensuring optimal outcomes for all.

How do you exceed our expectations?

The idea of being part of our growth is exciting and you want to play a pivotal role in making super simple.

You’re committed to providing high quality financial planning and client service to our clients/members;

You hold the necessary licensing to provide personal advice, along with necessary educational qualifications that meet FASEA standards;

Your qualifications and tenure in the industry reflect your depth of knowledge and expertise;

Your understanding of the legal and compliance framework within the financial services industry is impeccable, with a commendable history of passing compliance audits; and

You are balanced in accepting risk in any decision you face. You are curious to understand risk context and choose to speak up as we simplify, learn and grow.

Employee Experience

We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.

Why you’ll love working at Aware Super:

Have a super impact: You’ll think big and care deeply to help more Australians live their best lives in retirement.

Be part of something super unique: You’ll work to reshape super and retirement. We’ll invest in your growth and give you the opportunity to work on career-defining projects.

Work with super humans: You’ll work hard and innovate, but also have some fun along the way.

Feel super cared for: We’ll support your wellbeing today, as well as in the future.

• health & fitness reimbursement
• work from home technology reimbursement
• salary continuance insurance
• organisation-wide meeting free zones

The Aware Super difference

At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.