Address Job Description About US
UniSuper is a place where brilliant thinkers and passionate people come together. As one of Australia's largest super funds, the work you'll do with us makes a meaningful difference today and tomorrow for our members, the planet and for you.
We offer an impressive range of benefits that includes a highly achievable annual bonus; additional leave including 3 days over Christmas and 3 days 'Community and Culture' leave allowing you to celebrate and contribute to things that are important to you outside of work; the opportunity to choose between 17% and 11% superannuation; $1500 personal development budget and exceptional parental leave.
UniSuper is committed to creating a diverse and inclusive workplace where everyone can thrive. We know that diversity of perspectives, backgrounds, interests, abilities, and skills are essential in delivering great retirement outcomes to our members. We encourage you to apply for the roles that feel like the right next step in your career even if you don't have all the skills and experience listed.
The opportunity
Our Financial Advice team are here to deliver great outcomes for our members. This position plays a key role by ensuring the advice and information provided to members meets our regulatory obligations and is appropriate to them.
This is achieved through a robust monitoring and quality control program that includes reviewing client files and observing client meetings. The role extends to working with individual advisers to address outcomes and provide relevant coaching and training, documenting, and escalating common themes and supporting the development of the quality management framework.
In this 12 month max contract role, you will be recognised across the Advice team as a subject matter expert who takes a proactive approach to supporting and developing our Advisors. You will also work closely with Leaders and other stakeholders across the organisation and our external review firm. As such you will have strong communication skills and an adaptive, collaborative style.
About you
Our ideal candidate will have 5+ years' experience in financial planning as an Adviser, Compliance, Risk Consultant, Paraplanner or similar and be able to demonstrate:
Detailed understanding of relevant obligations and their application including the financial advice process, insurance, investments, and the provision of general advice An ability to work collaboratively with a variety of stakeholders, and build positive relationships across the team and wider organisation Strong written skills including contributing to the preparation of reports detailing findings and insights Attention to detail Relevant professional tertiary qualifications We're passionate about knowledge and sharing it amongst our members and our employees, therefore we believe that a balance of working from home and time in office is the best way to collaborate and build relationships with your colleagues. We ask you to be able to commit to 60% of your time in office. Think Great. Create Great.
