Super and Retirement Adviser

Aware Super; Melbourne; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Health & fitness reimbursement

Work from home technology stipend

Salary continuance insurance

Job summary

Aware Super is seeking a Super & Retirement Adviser to provide intrafund advice empowering members to plan their retirement. You will engage with members via virtual appointments and ongoing conversations in a collaborative environment.

Applicants must be on the ASIC FAR Register, hold a Diploma of Financial Planning (or equivalent), meet FASEA education requirements, and have experience in financial planning, superannuation or retirement advice with strong regulatory knowledge.

Qualifications

• Diploma of Financial Planning or equivalent qualification.
• Meet FASEA education requirements.
• Experience providing financial planning, superannuation or retirement advice.
• You must be on the ASIC FAR Register as a financial planner/adviser.

Responsibilities

• Deliver compliant, high-quality superannuation and retirement advice to members.
• Conduct member appointments via phone and video conferencing.
• Prepare and review Statements of Advice (SOAs) in line with regulatory requirements.
• Respond to member enquiries and ongoing servicing needs with a member-first approach.
• Maintain knowledge of superannuation and industry regulations through ongoing professional development.

Skills

Financial planning

Superannuation

Retirement advice

Regulatory knowledge

Risk assessment

Education

Diploma of Financial Planning

FASEA education requirements

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

As a Super & Retirement Adviser, you'll provide professional intrafund advice and guidance that empowers members to make informed decisions about their retirement future. Working in a supportive and highly collaborative environment, you'll engage directly with members through virtual appointments and ongoing advice conversations.

Please note this role is open to Brisbane, Melbourne, Sydney and Perth locations.

Some responsibilities include:

• Deliver compliant, high-quality superannuation and retirement advice to members;
• Conduct member appointments via phone and video conferencing;
• concise dot points reflecting key accountabilities
• Prepare and review Statements of Advice (SOAs) in line with regulatory and compliance requirements;
• Respond to member enquiries and ongoing servicing needs with a member-first approach; and
• Maintain strong knowledge of superannuation, retirement strategies and industry regulations through ongoing professional development.

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;
• Must currently be (or have recently been) on the ASIC FAR Register working as a financial planner/adviser;
• A Diploma of Financial Planning (or equivalent qualification);
• Relevant tertiary qualifications that meet FASEA education requirements;
• Experience providing financial planning, superannuation or retirement advice;
• Strong knowledge of advice processes within financial services or wealth management;
• A solid understanding of the legal and compliance framework governing financial advice;
• 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.