Private Wealth Adviser: Trusted Advice for Complex Needs

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 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.