Senior Private Wealth Adviser (New South Wales)

Senior Private Wealth Adviser (New South Wales)

22 Aug
|
UniSuper
|
New South Wales

22 Aug

UniSuper

New South Wales

About UsWant to be part of a high performing, award winning organisation?
UniSuper is recognised for performance excellence and offers meaningful career opportunities.
Our growth means opportunity to grow with us.
Come be a part of our inclusive, passionate team and make a difference with UniSuper.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.Step into a senior advisory role where you deliver high-quality, complex advice and shape meaningful financial outcomes for members at pivotal stages of their lives.The roleThe key focus of this Sydney based role is delivering professional, end-to-end financial planning advice to support members in achieving their financial objectives.
You will apply deep expertise to advise clients with complex needs while contributing to sustainable advice outcomes and strong client satisfaction.
Besides, you will:Have a strong focus on business development providing advice to new clients through self-generated activity, referrals and promotional initiativesDeliver comprehensive financial advice to members, including high-net-worth clients and senior university staffRepresent and promote UniSuper through seminars, webcasts and industry or campus eventsApply strong governance, compliance and professional standards across all advice activitiesContribute to advice innovation and improved efficiency,



including the use of AI in advice deliveryMentor and share best practice with Associate Advisers and other advisers within Skilled Wealth ManagementAbout youYou bring strong technical expertise and a client-centred approach to delivering high-quality comprehensive financial advice.
You enjoy building trusted relationships, balancing commercial outcomes with professional standards, and contributing to a collaborative advice culture.
Furthermore, you will have:A strong track record of business development capability and client engagement skillsDemonstrated experience delivering holistic and fee-for-service personal adviceSound knowledge of financial planning, superannuation, taxation, investments and social securityClear, confident written and verbal communicationExperience presenting workshops and client education sessions7 years+ direct comprehensive financial planning experience in a 'fee for service' environment.Relevant financial qualifications, FASEA and CFP (or working towards), with ongoing CPDWhat We OfferUniSuper 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:17% superannuation contribution20 weeks paid parental leave$1,500 annual development budgetFlexible working optionsIt 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.
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📌 Senior Private Wealth Adviser (New South Wales)
🏢 UniSuper
📍 New South Wales

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