Job Description
Financial Planner / Superannuation Adviser - Work From Home Hybrid - PARRAMATTA
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Work for a leading global financial group who combine their proprietary technology, processes and people to deliver a comprehensive financial data solution to their Superannuation clients. They partner with and support Funds across all Superannuation sectors, including government, industry, retail and corporate; delivering market leading services and solutions.
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They are currently seeking a self-motivated and engaging Financial Adviser. The role offers a hybrid working arrangement requiring 2 days per week in their office based in Parramatta, and 3 days per week working from home. The working week is a total of 37.5 hours with no expected overtime or weekend work.
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In this role you will be responsible for delivering strategic, quality advice to their clients through the provision of intra-fund personal and general advice. This is not a sales focused role, but rather a customer centric role where all leads are sourced, vetted, and booked for you. You will be providing advice to everyday Australians whilst utilising fully-automated workflow systems. You will have the support of a Paraplanning team, Technical Officer, Administration team and a Compliance team.
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Responsibilities include:
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Assist Australians to understand their Superannuation, providing them with simple financial advice over-the-phone, by;
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Understanding their needs




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Breaking complex concepts down into something they can understand
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Gathering the client's circumstances, goals and objectives in an online fact find
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Providing intra fund advice and retirement advice
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Maintaining ongoing relationships with existing referral sources
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Requirements:
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Completed FASEA educational requirements
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Registered (currently or previously) on the ASIC Financial Adviser Register
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A passion for financial advice and helping people
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Versatile and able to manage multiple competing business priorities
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Strong attention to detail and analytical skills
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What's on Offer:
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50:50 Hybrid working arrangement (office and home) with a focus on work/life balance
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Reimbursement for ongoing study
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Structured Training Program led by a dedicated Advice Coach
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Access to support structures -Paraplanning team, Technical Officer, Administration team and Compliance team
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Salary Sacrificing via Superannuation – supporting you along your journey to retirement
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Purchased Leave Scheme – purchase additional leave for that next family holiday
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Parental Leave Scheme – plan your future
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Wellness Program – rewards and resources tailored to support you and your family
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Employee discounts – access discounted rates and offers from a variety of providers

📌 Financial Planner / Superannuation Adviser - Work From Home Hybrid - Parramatta (Sydney)
🏢 PRIME Global Talent
📍 Sydney