MUFG Pension & Market Services16 jobs

Team Leader, Financial Advice

Mid levelFull-timeHybridSydney NSW, AustraliaPeople and cultureFinancial managementPosted 4 days ago
View your fit0 of 9 criteria met

About the job

This job is about leading the NSW Advice Team within the Retire360 business at MUFG Pension & Market Services. The role is crucial for driving operational excellence and ensuring compliance while fostering strong internal partnerships. The team values collaboration and diversity, creating an environment where everyone can thrive and contribute to exceptional outcomes.

You'll be responsible for

👥

Leading and managing a team

Lead and manage a team of financial advisers to achieve business goals and performance outcomes.
✅

Ensuring quality advice delivery

Ensure delivery of quality, compliant advice to members of partner superannuation funds.
📈

Supporting adviser development

Support adviser development through coaching, onboarding, and personal development plans.

Skills you'll need

🌟

Leadership and influencing skills

Strong leadership and influencing skills with a human-centred approach.
⏰

Time management and decision-making

Excellent time management, decision-making, and organisational skills.
📊

Technical knowledge of superannuation

Proficient technical knowledge of superannuation and experience with Xplan and Aaspire systems.
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Meet the team

About the company

View your fit

0 of 5 criteria met
Leadership experience in financial services
Demonstrated experience leading teams of financial advisers to achieve goals.

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Proficient technical knowledge of superannuation
Strong understanding of superannuation principles and practices.

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Advanced Diploma of Financial Services
Possession of relevant financial planning qualifications (RG146 compliant).

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Experience with compliance and audits
Proven background in managing compliance audits and escalations.

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Familiarity with Xplan and Aaspire systems
Experience using financial planning software for operational efficiency.

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