Private Wealth Adviser

UniSuper; City of Melbourne; Hybrid; AUD 90,000 - 140,000; Full time

Benefits offered by this job

20 weeks paid parental leave

Three additional paid leave days

Community, culture and wellbeing leave

Job summary

UniSuper is seeking an experienced, registered Financial Adviser to deliver personal financial advice to existing and new clients, helping them achieve their objectives with expert planning and high professional standards.

You will operate within governance and compliance requirements, handle complex financial profiles, and contribute to improving advice delivery, including the use of AI in processes.

Qualifications

• Bachelor’s degree or higher and passed FASEA Exam.
• CFP qualification and Qualified Tax Relevant Provider status.
• Professional membership with the FAAA.
• Advanced knowledge of financial planning, taxation, superannuation, and investments.

Responsibilities

• Deliver personal financial advice to existing clients and some new clients.
• Support review appointments through tasks, follow-up communications and campaigns.
• Deliver advice to members with complex financial needs, including high-net-worth clients.
• Produce high-quality Records of Advice in a timely manner.
• Apply governance, compliance and professional standards in day-to-day advice.
• Assist improvements in advice delivery, including the use of AI.

Education

Bachelor’s degree or higher & FASEA Exam

CFP qualification

Qualified Tax Relevant Provider status

FASEA compliance & professional membership

Job description

UniSuper is the custodian of our members’ life savings. Everything we do is focused on delivering for our members through performance, accountability and collaboration. If you love working with passionate professionals, driving industry leading performance and want to make a meaningful difference for others now and into the future, you’re in the right place.
UniSuper Advice is the Home for Advice Professionals. We provide members with trusted advice that supports confident financial decisions, through personal advice, digital solutions, education and strong partnerships with independent financial advisers. Our work is grounded in professionalism, collaboration, and better retirement outcomes for members.
Make a meaningful impact by delivering trusted advice that helps members with complex financial needs make confident decisions about their future.

The role

The key focus of this role is delivering personal financial advice to existing and new clients to support their financial objectives. You will apply your expertise across complex financial needs while delivering high-quality advice and professional standards. Furthermore, you will:

• Deliver review advice to existing clients and advice to some new clients
• Support review appointments through tasks, follow-up communications and campaigns
• Deliver advice to members with complex financial needs, including high-net-worth clients
• Deliver high-quality Records of Advice as required
• Apply governance, compliance and professional standards in day-to-day advice
• Support improvements in advice delivery, including the use of AI
  

About you

You are an experienced, currently registered Financial Adviser who takes pride in delivering high-quality advice and client experiences. You apply advanced technical knowledge, communicate clearly and work effectively to deliver outcomes within tight deadlines. You also have:

• Bachelor’s degree or higher and passed FASEA Exam
• CFP qualification and Qualified Tax Relevant Provider status
• Professional membership with the FAAA
• Advanced knowledge of financial planning, social security, taxation, superannuation and investments
• Experience with complex financial profiles, client relationships, workshops and presentations
  

What We Offer

UniSuper believes that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office. UniSuper is proud of our culture and benefits, which empower our people to achieve their full potential, thrive, and grow their career with us. These include:

• 20 weeks paid parental leave
• Three additional paid leave days
• Community, culture and wellbeing leave
  

It should go without saying, but at UniSuper, we value and celebrate diversity and inclusion. We believe that a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don’t meet all the requirements.