Aware Super2 followers20 jobs

Financial Planner, Melbourne

Mid levelFull-timeHybridMelbourne VIC, AustraliaFinanceCustomer service and supportPeople and culturePosted 14 hours ago
View your fit0 of 9 criteria met

About the job

This job as a Financial Planner at Aware Super is all about nurturing trust and ensuring the financial well-being of members and clients. By cultivating strong relationships and providing high-quality financial advice, you will play a pivotal role in helping individuals achieve their retirement aspirations. The team values flexibility and collaboration, creating an environment where everyone can thrive and contribute to reshaping the future of superannuation.

You'll be responsible for

❤️

Cultivating client relationships

Building and maintaining strong relationships with clients to ensure their financial well-being and satisfaction.
📝

Preparing Statements of Advice (SOAs)

Diligently preparing SOAs while upholding compliance and advisory excellence.
🤝

Collaborating with the Client Servicing team

Working together with the Client Servicing team to enhance client care and achieve optimal outcomes.

Skills you'll need

💼

Financial planning

Delivering high-quality financial planning advice to clients, enabling them to make informed financial decisions for their retirement.
🤝

Client relationship management

Cultivating enduring relationships with clients to attract, service, and retain them effectively.
📜

Compliance knowledge

Understanding the legal and compliance framework within the financial services industry, ensuring adherence to standards and passing compliance audits.
View more

Meet the team

About the company

View your fit

0 of 5 criteria met
Financial planning qualifications
Possession of necessary licensing and FASEA-compliant educational qualifications.

View

Client relationship management experience
Demonstrated experience cultivating and retaining client relationships.

View

Statement of Advice preparation
Experience preparing compliant Statements of Advice (SOAs) for clients.

View

Understanding of compliance frameworks
Proven knowledge of legal and compliance frameworks in financial services.

View

Risk assessment skills
Ability to assess and communicate risk in financial decision-making.

View

  • Explore
    • Jobs
    • Companies
    • People
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
    • Hatch Placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2025 Hatch
  • Privacy
  • Terms

A meaningful career starts with a match

Similar jobs

View all
University of Melbourne
University of Melbourne
HR Business Partner - Melbourne School of DesignMelbourne, VIC · Full-time
The HR Business Partner (HRBP) position at the University of Melbourne is a fantastic opportunity to support the Architecture, Building and Planning faculty. This job is all about providing expert HR advice and driving impactful change, ensuring that HR practices align with long-term divisional strategies. The team values collaboration and is committed to fostering a supportive environment where everyone can thrive.
Deloitte
Deloitte
Analyst/Senior Analyst | Treasury & Risk - Financial Services Advisory | SydneySydney, NSW · Full-time
This job is about joining Deloitte’s FSI Advisory team to assist Australia’s leading banks in navigating complex financial risks and transformations. The impact of this job is significant, as it supports financial institutions in managing change and unlocking value. The team fosters a collaborative and innovative environment, encouraging continuous learning and professional growth.
Vivi
Vivi
Financial AccountantMelbourne, VIC · Full-time
The Financial Accountant at Vivi plays a vital role in maintaining accurate and compliant financial records for a global, hardware-enabled SaaS business. This position supports the Financial Controller and CFO in delivering high-quality financial reporting and ensuring compliance with IFRS and local statutory requirements. The team values collaboration and continuous improvement, working together to enhance financial processes and systems.
Suncorp Group
Suncorp Group
Motor Assessor MelbourneMelbourne, VIC · Full-time
This job is all about assessing and resolving motor claims with precision and care, driving customer trust through high-quality repair outcomes. As a Motor Assessor, your technical knowledge and strong customer skills will play a crucial role in preparing accurate repair quotes and negotiating settlements. The team values collaboration and inclusivity, creating a supportive environment where everyone can thrive.