At Aware Super, you have the opportunity to reimagine a new way forward for our 1.1 million members and their communities.
Job Description
* Nurture trust with clients by providing expert financial planning advice to ensure their long-term financial well-being.
* Work collaboratively with our team to elevate the standard of client care and achieve optimal outcomes for all.
Key Responsibilities:
1. Cultivate enduring relationships with clients, effectively attracting, servicing, and retaining them.
2. Engage in insightful conversations to guide clients towards achieving their aspirations for a secure retirement.
3. Act as an advocate for clients' financial well-being, ensuring their interests are always represented.
4. Prepare Statements of Advice (SOAs) that uphold our commitment to compliance and advisory excellence.
5. Serve as a key client-facing member of the Financial Planning Network, offering flexible consultation options to accommodate every client's lifestyle.
Requirements:
* Dedication to delivering high-quality financial planning advice to clients.
* Passion for making sound financial decisions that positively impact clients' retirement.
* Necessary licensing to provide personal advice and relevant educational qualifications that meet FASEA standards.
* Depth of knowledge and expertise reflected in your qualifications and tenure in the industry.
* Understanding of the legal and compliance framework within the financial services industry, with a commendable history of passing compliance audits.
* Balanced approach to risk-taking, with a willingness to speak up and contribute to the growth and development of the organisation.
Employee Experience
We value flexibility and know that it helps you manage work and life.
* Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
* Be part of something super unique: You'll work to reshape super and retirement.
* Work with super humans: You'll work hard and innovate, but also have some fun along the way.
* Feel super cared for: We'll support your wellbeing today, as well as in the future.
The Aware Super Difference
We believe that diversity of thought, background, and experience creates better outcomes for our members and communities.