Financial Planner: Retirement & Client Growth | Hybrid & Flexible

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

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