05 Aug
|
Brighter Super
|
Brisbane
05 Aug
Brighter Super
Brisbane
About Brighter Super:
At Brighter Super it's all about the personal connections, guiding our members to retire confidently as a member first fund– we live by the philosophy that our members come first in everything we do.
Since ****, we have been a trusted and reliable provider of investment, advice and insurance services.
We're a 100% member-owned, Queensland-based, open superannuation fund, built on the foundation of three funds (LGIASuper, Energy Super and Suncorp Super) where we manage more than $37 billion in retirement savings for over 348,000 members.
Our members come from our foundation industries of government, finance, electrical and energy sectors, alongside a diverse cross-section of the wider community.
Our Brighter Super team is essential to our success, embodying our core values of Aspiring for our members, Unlock innovation, Performance with purpose, and Winning together.
We value every Brighter team member – Brighter people, Brighter futures, Brighter together.
This commitment fosters a supportive and collaborative work environment where each individual is empowered to thrive.
Together, we are building a brighter future.
About your new Role:
As a Financial Adviser – Retirement, you'll play a key role in guiding clients through the critical transition into retirement and beyond.
Your focus will be on delivering tailored personalised retirement planning strategies that align with each client's goals, while ensuring advice is structured within a tax-effective and socially responsible framework.
This role demands a strong commitment to professional standards and legislative compliance, with an emphasis on delivering high-quality, client-first advice.
You'll be part of a team that values integrity, precision,
and genuine care in helping members make informed decisions about their financial future.
Deliver tailored personal financial advice to fund members via phone, virtual and face to face appointments
Prepare and present financial plans, ensuring clarity and alignment with member goals across our modular advice proposition.
Understand individual member circumstances to provide personalised, goal-driven retirement strategies
Maintain a high advice volume
Meet key performance indicators including volume of advice, member NPS and referral-to-advice conversion rates
Use specialist financial planning software to develop advice strategies
Build and maintain valued relationships with members across Brisbane and regional Queensland through virtual and face to face interactions
Ensure accurate record keeping, including file notes
Adapt to evolving advice model and participate in team workshops and training
Receive paraplanning support for majority of plans, and referral triage and implementation support from an advice support team
About You:
You're a confident and service-minded Financial Adviser who thrives in a dynamic, member-first environment.
With a strategic mindset and a genuine passion for helping others, you bring empathy, initiative, and professionalism to every interaction.
You're adaptable, commercially astute,
and committed to delivering high-quality advice that aligns with members' goals.
Whether working independently or as part of a team, you communicate with clarity, build trust quickly, and take ownership of your work.
You're motivated by purpose, driven by outcomes, and ready to contribute to a cooperative and evolving advice model.
Minimum 2–3 years' experience delivering comprehensive personal advice, ideally within a superannuation fund
Tertiary qualification with a Graduate Diploma of Financial Planning; completed FASEA education requirements.
Strategic thinker with strong problem-solving skills and a focus on member outcomes
Excellent interpersonal and communication skills, able to build rapport and trust quickly
Highly adaptable and comfortable navigating ongoing change in a scaled advice environment
Collaborative team player with the ability to engage across functions and with referral partners
Strong commercial acumen and understanding of superannuation, taxation, and social security legislation
Self-sufficient and proactive, with a high level of initiative and ownership
Confident presenter with experience delivering seminars and member education sessions
Why choose Brighter Super:
We pride ourselves on being a great place to work, where you matter!
Here are some things that you will be able to enjoy;
Workplace flexibility, with the option to work up to 50% of your week from home
Up to 18 weeks paid parental leave + super
Purchased leave
Career pathways
Reward and recognition program
Employee Assistance Program
Holistic benefits and well-being offer through Perkbox
#J-*****-Ljbffr
📌 Financial Adviser, Retirement (Brisbane)
🏢 Brighter Super
📍 Brisbane