Australian Retirement Trust43 jobs

Financial Adviser - Sydney, Melbourne and Perth Sydney, Melbourne and Perth

Mid levelFull-timeHybridMelbourne VIC, AustraliaCustomer service and supportPeople and cultureFinancial managementPosted 5 hours ago
Pending fitX of Y criteria met

About the job

Join the Advice Delivery team as a Financial Adviser and take hold of a permanent opportunity to help members navigate their financial journeys. This role is all about guiding individuals through their super, investments, and insurance with clarity and care, while building strong, trusting relationships. The team thrives in a collaborative environment that values growth and inclusivity, making it a great fit for those passionate about empowering others.

You'll be responsible for

📞

Providing tailored financial advice

Delivering personalized financial advice through various channels, ensuring it meets each member's unique needs.
🛍️

Recommending products and services

Identifying and suggesting suitable financial products and services for members.
✅

Maintaining compliance standards

Keeping accurate records and ensuring all advice adheres to legal and compliance requirements.

What we're looking for

📜

Financial Adviser qualifications

Relevant degree and passed Financial Adviser Exam.

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✅

ASIC registration

Listed on the ASIC Financial Advisers Register.

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💼

Experience in face-to-face advice

Proven background in delivering tailored financial advice.

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Meet the team

About the company

Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
Financial Adviser qualifications
Relevant degree and passed Financial Adviser Exam.

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ASIC registration
Listed on the ASIC Financial Advisers Register.

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Experience in face-to-face advice
Proven background in delivering tailored financial advice.

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Knowledge of superannuation and Defined Benefit accounts
Understanding of super strategies and investment options.

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Statement of Advice preparation
Experience preparing comprehensive financial advice documents.

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