Financial Planner

  • AustralianSuper
  • Brisbane City QLD 4000, Australia
  • Jun 12, 2018

Job Description

AustralianSuper is for all Australians and businesses; we help invest members’ money to create the best possible retirement outcome. Our 2.2 million members trust us to invest more than $130 billion on their behalf. Our size has given us the ability to leverage significant investment opportunities for long term performance and lower fees that are passed onto our members.

We put members first in everything we do and are committed to the recruitment, development and support of a diverse workforce that share our values of Energy, Integrity, Generosity of Spirit and Excellent Outcomes.

Here’s where you come in…

Reporting to the Financial Planning Manager, you will be responsible for providing financial planning services to the Fund's existing and prospective Queensland members. Your role will be critical in helping achieve the Fund’s objective to maximise the retirement outcomes of members, and increasing the quality and quantity of advice we provide.

This role will see you will conduct client interviews and provide financial management solutions, while building exceptional relationships and providing our members with genuine value-add advice. You will also conduct education and workplace seminars that adhere to all relevant Fund and Licensee internal policies and procedures, and all relevant government legislation and regulations.

You’ll need…

An Advanced Diploma of Financial Services or equivalent, and progress towards Masters of Financial Planning or Certified Financial Planner CFP. Strong experience providing financial planning advice to retail clients, and a good understanding of industry superannuation with an ability to discuss the strengths and weaknesses of the different funds.

You have an extremely high level of ethics and strive to work to member’s best interests.

You are required to have use of your own vehicle and a valid drivers license.

If you would like the opportunity to work in a challenging, growing and rapidly evolving environment to deliver outstanding results that benefit members, please apply now!

Agencies please note: this vacancy is being managed directly by AustralianSuper’s Recruitment team. We will contact our preferred agency partners should we require additional support. Thank you.