We are seeking an experienced and client-focused Comprehensive Adviser to join our growing advice team within a leading superannuation fund. In this role, you will provide holistic financial advice to members, helping them navigate all stages of their financial journey, from wealth accumulation through to retirement.
Key Responsibilities
Deliver comprehensive financial advice covering superannuation, retirement planning, investments, insurance, and wealth strategies
Build and maintain robust relationships with members, understanding their financial goals and tailoring advice accordingly
Prepare SOAs and ensure all recommendations comply with regulatory and internal standards
Conduct regular reviews to keep members’ strategies aligned with their evolving needs
Collaborate with internal teams to enhance member outcomes and advice services
Stay up to date with legislative and regulatory changes impacting financial advice and superannuation
About You
Relevant qualifications in financial planning
Current Authorised Representative status (or ability to obtain)
Robust knowledge of superannuation, retirement strategies, and investment products
Proven experience delivering holistic, client-centric financial advice
Excellent communication and interpersonal skills
High attention to detail and commitment to compliance and ethical standards
What We Offer
Competitive salary package plus performance incentives
Adaptable and hybrid working arrangements
Ongoing professional development and career progression opportunities
A supportive, team-oriented team environment
The opportunity to make a meaningful impact on members’ financial wellbeing
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
J-18808-Ljbffr
📌 Comprehensive Financial Adviser Sydney (Australia)
🏢 Profusion Group
📍 Australia
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.