Member-First Financial Planner | Flexible Reimbursed Travel

Aware Super; Melbourne; Presencial; AUD 80.000 - 110.000; Tempo integral

Benefícios oferecidos por esta vaga

Health & fitness reimbursement

Salary continuance insurance

Work-from-home technology reimburse.

Resumo da vaga

Aware Super is seeking a dedicated Financial Planner to support our 1.1 million members from our Melbourne office. The role requires weekly in-person client meetings, with one day of travel to Geelong (reimbursed), and a focus on trusted financial guidance for retirement outcomes.

You will work with the Financial Planning Network to deliver high-quality advice, prepare SOAs, and ensure your guidance aligns with regulatory standards while fostering long-term client relationships.

Qualificações

• Licensed to provide personal financial advice under Australian regulations (AFSL).
• Educational qualifications that meet FASEA standards.
• Experience and tenure in the financial planning industry.
• Strong understanding of legal and compliance frameworks in financial services.

Responsabilidades

• Build enduring client relationships and attract/retain clients.
• Guide clients toward retirement goals through personal financial planning.
• Always act in clients' best interests and advocate for their financial well‑being.
• Serve as a client-facing member of the Financial Planning Network with flexible engagement (on-site/off-site, in person, by phone, video).
• Prepare Statements of Advice (SOAs) with compliance and advisory excellence.
• Collaborate with Client Servicing to elevate client care and outcomes.

Conhecimentos

Client engagement

Financial planning

Compliance knowledge

Formação

AFSL licensing

FASEA standards

Ferramentas

XPLAN

Descrição da vaga

Aware Super is seeking a dedicated Financial Planner to support our 1.1 million members from our Melbourne office. The role requires weekly in-person client meetings, with one day of travel to Geelong (reimbursed), and a focus on trusted financial guidance for retirement outcomes.

You will work with the Financial Planning Network to deliver high-quality advice, prepare SOAs, and ensure your guidance aligns with regulatory standards while fostering long-term client relationships.