Financial Adviser
vor 2 Wochen
Due to several internal promotions from Select Advice across to our Comprehensive Advice team, we are now looking for a Financial Adviser to join our Select Advice business unit. With the complexities of our UniSuper products (including a Defined Benefit) and investment portfolio (including Sustainable options), in this role you will provide limited advice that is more challenging than your typical Intrafund advice role. Our Select Advice meetings are mainly virtual, with some by phone. This role will be based in Melbourne, Sydney or Brisbane.Why You'll Love This JobMeaningful Work: UniSuper is committed to making a positive impact on people's lives by managing their superannuation. UniSuper prioritizes its members' needs. Employees directly impact member experiences, helping them achieve financial security and retirement goals.Collaborative Environment: At UniSuper, you're not just an employee. We foster a collaborative workplace culture. Colleagues work together to achieve common goals, share ideas, and create innovative solutions.Amazing Career Progression: In the last year or so, we have promoted more than 10 Select Advisers into our Comprehensive Advice team.The Home for Advice Professionals: Our bespoke employment value proposition to attract and retain advice talent in a competitive market. This strategy centres around fostering a sense of belonging, understanding, and respect for the critical work performed by our advice professionals and those who support them.We're Looking for Someone WhoAligns with our mission and values.Believes in responsible investing, has strong ethics, and is passionate about supporting members' financial well-being.ResponsibilitiesReporting into a Senior Financial Adviser, you will be a part of a high-performing team within a growing super fund. Referrals are qualified before coming to you and our service is offered at no extra cost. You will be responsible for writing your own SOAs (on Xplan), which means you have full control over your diary. Thorough scoping of an advice need is required at the start of every meeting; however, your advice will help our members answer three questions:What investment option is right for me?How much insurance should I have?What is the best way for me to contribute to super?About YouWe are looking for individuals who have worked in fast-moving transformation environments and who are comfortable working with a degree of ambiguity. You are an experienced associate adviser or financial adviser, and you enjoy building relationships and providing excellent service.Whether you're an experienced advisor or newer to the industry, UniSuper values competence, diversity, and a commitment to positive impact. We invite you to apply for the roles that match your career aspirations, even if you don't meet all the requirements; however, there are a few mandatory requirements for this role:You are currently on the advice register.You have successfully completed the FASEA exam.UniSuper 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 the 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:A personal development budget of $1500 to support employees in their professional growth.Exceptional parental leave to support employees in balancing their work and family responsibilities.Mental, physical, and financial well-being initiatives.It 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. We invite you to apply for the roles that suit your career aspirations, even if you don't meet all the requirements.
#J-18808-Ljbffr
-
Associate Financial Adviser
vor 2 Monaten
Sydney, Österreich Cartwright Jones VollzeitJoin a recognized private wealth advisory firm with offices in the beating heart of the CBD.With recent organic and strategic growth, our client is seeking an ambitious Associate Adviser with strong technical skills to join their dynamic team.Why This Role Is Perfect for You:This is an incredible opportunity for someone looking to launch their career as a...
-
Financial Adviser
Vor 4 Tagen
Sydney, Österreich Sportsplayer Management VollzeitTax Effective Accountants – Sydney CBD NSWFinancial Adviser – Tax & Wealth Management Are you an experienced financial planning professional ready to take the next step in your career? Join our dynamic team, where you'll play a pivotal role in helping clients transform their financial future through strategic tax planning and wealth management.The...
-
Financial Adviser
Vor 4 Tagen
Sydney, Österreich Sportsplayer Management VollzeitTax Effective Accountants – Sydney CBD NSWFinancial Adviser – Tax & Wealth ManagementAre you an experienced financial planning professional ready to take the next step in your career? Join our dynamic team, where you'll play a pivotal role in helping clients transform their financial future through strategic tax planning and wealth management.The...
-
Financial Adviser
vor 2 Wochen
Sydney, Österreich Unisuper VollzeitDue to several internal promotions from Select Advice across to our Comprehensive Advice team, we are now looking for a Financial Adviser to join our Select Advice business unit.With the complexities of our UniSuper products (including a Defined Benefit) and investment portfolio (including Sustainable options), in this role you will provide limited advice...
-
Financial Adviser
vor 2 Wochen
Sydney, Österreich Candor Recruitment VollzeitFinancial Adviser - Risk (Equity Partnership)Our Client:An excellent opportunity has arisen for a Risk Adviser / Insurance specialist to join an established Risk Advice firm based in Sydney CBD. We are open to a candidate looking for equity partnership as well as our clients are looking for a long-term Adviser to join the business.They are a growing...
-
Financial Planner – Sw Sydney
vor 2 Monaten
Sydney, Österreich Financial-Advisor.De VollzeitHybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector and a...
-
Financial Planner – Sw Sydney
vor 1 Monat
Sydney, Österreich Financial-Advisor.De VollzeitHybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting...
-
Senior Financial Adviser
vor 4 Wochen
Sydney, Österreich Specsolutions VollzeitSenior Financial Adviser - Perpetual Wealth ManagementJoin Jacaranda Financial Planning as a Senior Adviser and be part of a trusted team that empowers clients to achieve their financial goals with confidence.In this role, you will:Develop tailored superannuation, retirement, and wealth-building strategies that align with clients' financial...
-
Senior Financial Adviser
vor 2 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitSenior Financial Adviser - Perpetual Wealth Management Join Jacaranda Financial Planning as a Senior Adviser and be part of a trusted team that empowers clients to achieve their financial goals with confidence.In this role, you will: Develop tailored superannuation, retirement, and wealth-building strategies that align with clients' financial...
-
Sydney, Österreich Sportsplayer Management VollzeitTax Effective Accountants – Sydney CBD NSW Financial Adviser – Tax & Wealth Management Are you an experienced financial planning professional ready to take the next step in your career? Join our dynamic team, where you'll play a pivotal role in helping clients transform their financial future through strategic tax planning and wealth management. The...
-
Senior Financial Adviser
vor 3 Wochen
Sydney, Österreich Perpetual VollzeitSenior Financial Adviser - Perpetual Wealth ManagementFull timeMore Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where you work best - whether in the office or from homePlay a pivotal role in transforming clients' financial futures, combining expert retirement planning with dedicated support, backed by the resources...
-
Senior Financial Adviser
vor 3 Wochen
Sydney, Österreich Perpetual Limited VollzeitSenior Financial Adviser - Perpetual Wealth Management Location: Sydney Time Type: Full time Posted on: Posted 7 Days Ago Job Requisition ID: R7450 More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: Work where you work best – whether in the office or from home Play a pivotal role in transforming clients' financial...
-
Senior Financial Adviser
vor 3 Wochen
Sydney, Österreich Perpetual Limited VollzeitSenior Financial Adviser - Perpetual Wealth Management Location: SydneyTime Type: Full timePosted on: Posted 7 Days AgoJob Requisition ID: R7450 More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: Work where you work best – whether in the office or from home Play a pivotal role in transforming clients' financial futures,...
-
Senior Financial Adviser
vor 2 Wochen
Sydney, Österreich Perpetual Limited VollzeitSenior Financial Adviser - Perpetual Wealth ManagementLocation: SydneyTime Type: Full timePosted on: Posted 7 Days AgoJob Requisition ID: R7450More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where you work best – whether in the office or from homePlay a pivotal role in transforming clients' financial futures,...
-
Senior Financial Adviser
vor 4 Wochen
Sydney, Österreich Efinancialcareers Ltd. VollzeitSenior Financial Adviser - Perpetual Wealth ManagementJoin Jacaranda Financial Planning as a Senior Adviser and be part of a trusted team that empowers clients to achieve their financial goals with confidence.In this role, you will:Develop tailored superannuation, retirement, and wealth-building strategies that align with clients' financial...
-
Associate Adviser
vor 1 Monat
Sydney, Österreich Cartwright Jones VollzeitBased in the beating heart of Manly, our client is a northern beaches powerhouse financial advice practice with deep connections in the local community.Due to organic and strategic growth, we now require an Associate Financial Adviser to join their practice.The RoleAs an Associate Adviser in this business, you will have an opportunity to work with a HNW...
-
Generalist Adviser
vor 4 Wochen
Sydney, Österreich Citizens Advice Banes VollzeitApply before 11.59pm on 3 November 2024.Job summaryLocation: Sefton, MerseysideWorkplace: Office basedContract: Fixed term contract, until 1 December 2025Interviews will take place on 7 November 2024.About the roleThis role offers the unique opportunity to make a tangible difference in the lives of individuals facing challenges, providing them with the...
-
Generalist Adviser
vor 4 Wochen
Sydney, Österreich Tideri Jobbörse VollzeitApply before 11.59pm on 3 November 2024.Job summary Location: Sefton, Merseyside Workplace: Office based Contract: Fixed term contract, until 1 December 2025 Interviews will take place on 7 November 2024.About the role This role offers the unique opportunity to make a tangible difference in the lives of individuals facing challenges, providing them with the...
-
Financial Adviser Assistant
Vor 7 Tagen
Sydney, Österreich Millennium Wealth VollzeitMillennium Wealth was founded in July 2019 with the vision of creating a wealth management business focused on providing a superior customer experience and outcome, with the best interest of our clients at the heart of everything we do.We are a successful and growing boutique advice firm based in Sydney CBD and are dedicated to helping our clients secure...
-
Financial Adviser Assistant
vor 1 Woche
Sydney, Österreich Millennium Wealth VollzeitMillennium Wealth was founded in July 2019 with the vision of creating a wealth management business focused on providing a superior customer experience and outcome, with the best interest of our clients at the heart of everything we do.We are a successful and growing boutique advice firm based in Sydney CBD and are dedicated to helping our clients secure...