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 recent way forward for our 1.1 million members and their communities. Each other. And our world.
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Sound good? Learn more about us and what we do at aware.com.au
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Your New Role
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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.
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Please note this role is open to Brisbane, Melbourne, Sydney and Perth locations.
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Some responsibilities include:
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- Deliver compliant, high-quality superannuation and retirement advice to members;
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- Conduct member appointments via phone and video conferencing;
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- concise dot points reflecting key accountabilities
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- Prepare and review Statements of Advice (SOAs) in line with regulatory and compliance requirements;
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- Respond to member enquiries and ongoing servicing needs with a member-first approach; and
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- Maintain strong knowledge of superannuation, retirement strategies and industry regulations through ongoing professional development.
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How do you exceed our expectations?
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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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- Must currently be (or have recently been) on the ASIC FAR Register working as a financial planner/adviser;
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- A Diploma of Financial Planning (or equivalent qualification);
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- Relevant tertiary qualifications that meet FASEA education requirements;
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- Experience providing financial planning,
superannuation or retirement advice;
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- Strong knowledge of advice processes within financial services or wealth management;
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- A solid understanding of the legal and compliance framework governing financial advice;
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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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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.
📌 Super and Retirement Adviser (Victoria)
🏢 Aware Super
📍 Victoria
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