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Form of workWe are now looking for multiple Financial Advisers in Brisbane, Sydney and Melbourne to join our wonderful Advice and Guidance team!
Why join us?
- We’re hybrid by default with a mature outlook on flexible work arrangements so you can truly balance work and whatever else is important to you.
- When you are in one of our brand-new offices, you can take full advantage of end of trip facilities, yoga and multi faith room, BrewHub facilities, indoor gardens, and a multitude of team spaces that reflect our collaborative culture.
- We provide excellent training and development opportunities to support your career progression. We encourage internal mobility across the company. We have an incredible company culture, we put our people first.
About the role
Every one of our team contributes to helping make our members’ world better. As a Financial Adviser - Intrafund, you'll confidently provide clients with tailored personal advice to achieve better retirement outcomes.
You'll focus on strategies that bring together taxation, Centrelink, investments, and estate planning to assist clients with retirement planning, super optimisation, transitioning to retirement, pension setup and personal insurances.
You'll ensure advice recommendations are technically correct and compliant, client needs and objectives are met, and personal financial circumstances are considered.
About you
You're good at understanding people and advising them on how to make their retirement dreams come true! Excellent customer service is at the heart of everything you do, even when you're busy. You're happy to learn and stay up to date with the latest money trends and investments so you can confidently give advice.
- You're registered on the ASIC Financial Adviser Register (FAR).
- We would love you to have experience in the preparation of Statements of Advice, Records of Advice and letters of recommendation.
- You're great at figuring things out and solving problems with a sharp mind.
- You can handle pressure and juggle different tasks effectively.
- You welcome feedback and feel at ease in an ever changing environment.
- It would be great to see any of these on your resume: Financial Planning/Business/Finance/Commerce or related bachelor’s degree.
About us
When you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2.3 million members.
As one of Australia’s largest superannuation funds, we’re proud to take care of over $260 billion in retirement savings. Our teams are as diverse as our members – and we keep both at the heart of what we do.
Inclusion and Belonging is embedded in our culture. A culture where our people can be at their best and do their best work.
Apply online now!
Everyone is welcome at Australian Retirement Trust. We know that diverse thinking, cultures, perspectives, backgrounds and abilities help us create a sense of belonging for our people.
Closing date for all applications is COB 20 March 2024.
You'll hear from us after the closing date whether you make it through to the next round or not - we think it's only fair. Which is why we're part of the Circle Back Initiative.
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