Financial Planner (Penrith)

Aware Super; Penrith; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Health & fitness reimbursement

Work-from-home tech reimbursement

Salary continuance insurance

Meeting-free zones

Job summary

Aware Super, one of Australia’s largest profit-for-members super funds, is seeking a Financial Planner based in our Penrith office. The role requires working from the office three days a week to meet member appointment requests.

You will cultivate client relationships, guide clients toward retirement goals, and act in the clients' best interests while delivering compliant, high-quality financial advice and SOAs.

Qualifications

• Licensed to provide personal financial advice in Australia (FASEA standards)
• Proven client service and relationship management skills
• Strong communication and interpersonal abilities
• Solid understanding of regulatory and compliance requirements in financial planning

Responsibilities

• Build and nurture enduring client relationships
• Guide clients toward retirement goals through meaningful conversations
• Act in the best interests of clients and advocate for their financial wellbeing
• Serve as a client-facing member of the Financial Planning Network with flexible consultation options
• Prepare Statements of Advice (SOAs) with accuracy and compliance
• Collaborate with Client Servicing to elevate client care and outcomes

Skills

Client relationships

Financial planning

Communication

Compliance knowledge

Education

FASEA standards

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. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and 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.