Financial Planner: Client Advisory & Retirement Strategy

Aware Super; Gosford; On-site; AUD 70,000 - 110,000; Full time

Benefits offered by this job

Health & fitness reimbursement

Work from home technology reimburse.

Salary continuance insurance

Job summary

Aware Super, based in Gosford, seeks a Financial Planner to nurture client relationships and deliver personal financial planning for our 1.1 million members. This role requires coordinating appointments and delivering high-quality advice from our Gosford office, three days per week in person.

You will engage clients to help them achieve retirement goals, always putting their interests first, and collaborating with the Planning Network to provide flexible consultations and strong client care.

Qualifications

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

Responsibilities

• Cultivate enduring client relationships, attract, service and retain clients.
• Guide clients toward secure retirement with insightful conversations.
• Always act in the best interest of clients as their financial advocate.
• Provide flexible consultation options on-site, off-site, in person, by phone or video.

Skills

Client relationships

Financial planning

Compliance knowledge

Communication

Education

FASEA standards compliant qualifications

Licensing to provide personal advice

Job description

Aware Super, based in Gosford, seeks a Financial Planner to nurture client relationships and deliver personal financial planning for our 1.1 million members. This role requires coordinating appointments and delivering high-quality advice from our Gosford office, three days per week in person.

You will engage clients to help them achieve retirement goals, always putting their interests first, and collaborating with the Planning Network to provide flexible consultations and strong client care.