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.
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Sound positive? Learn more about us and what we do at aware.com.au
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Your New Role
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At Aware Super, your role as a Financial Planner goes beyond the norm; it's about nurturing trust and ensuring the financial well-being of our members and clients. This role will be based in our Penrith office and will be required to work from the office 3 days per week to meet member appointment requests.
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In this pivotal role as a Financial Planner in our fund, you will;
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Cultivate enduring client relationships, effectively attracting, servicing, and retaining clients;
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Engage in insightful conversations, guiding our clients towards achieving their aspirations for a secure retirement;
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Always act in the best interest of our clients, playing the role of an advocate for their financial well-being;
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Serve as a key client-facing member of the Financial Planning Network, offering flexible consultation options to accommodate every client's lifestyle (on-site and off-site, in person, by phone and video conferencing);
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Diligently prepare Statements of Advice (SOAs), upholding our commitment to compliance and advisory excellence; and
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Collaborate with our Client Servicing team to elevate the standard of client care, ensuring optimal outcomes for all.
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How do you exceed our expectations?
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You are a dedicated and professional Financial Planner who's passionate about delivering high-quality financial planning advice to clients so they can make sound financial decisions which could positively impact their retirement.
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Employee Experience
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We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.
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Why you'll love working at Aware Super:
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Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
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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.
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Work with super humans: You'll work hard and innovate, but also have some fun along the way.
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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.
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The Aware Super difference
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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.
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We'd love to have you join our team if:
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The idea of being part of our growth is exciting and you want to play a pivotal role in making super simple
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You're committed to providing high quality financial planning and client service to our clients/members
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You hold the necessary licensing to provide personal advice, along with necessary educational qualifications that meet FASEA standards;
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Your qualifications and tenure in the industry reflect your depth of knowledge and expertise;
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Your understanding of the legal and compliance framework within the financial services industry is impeccable, with a commendable history of passing compliance audits; and
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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.
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#J-*****-Ljbffr

📌 Financial Planner, Penrith (New South Wales)
🏢 Aware Super
📍 New South Wales