Make a Positive Impact on Members' Dignified Retirement
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We are seeking a skilled Financial Adviser to help our members achieve their retirement aspirations. As one of Australia's leading superannuation funds, we offer high-quality, ethical, and compliant financial advice that benefits our members.
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About the Opportunity
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This role is based in Sydney and plays a crucial part in helping members attain their retirement goals. Your expertise will contribute to enhancing retirement outcomes through top-tier, fully-compliant financial advice.
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Key Responsibilities:
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* Deliver comprehensive personal financial advice, focusing on retirement planning, including Home Equity Access Scheme, and Aged Care options.
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* Uphold the highest ethical and professional standards, ensuring adherence to all relevant legislative and licensing standards and guidelines.
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* Host engaging webinars centered around superannuation and retirement topics, educating members on the pivotal role of financial advice in achieving a successful retirement.
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* Foster relationships with internal staff, strategic partners, and stakeholders to increase member engagement with the fund's financial advisory services.
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About You
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We are looking for a candidate with:
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* A minimum of 3 years' experience offering comprehensive financial planning advice to retail clients.
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* A strong commitment to ethical practices, prioritizing the best interests of members.
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* Demonstrated history of delivering compliant, ethical, and productive personal advice at scale.
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* Exceptional presentation, communication, and influencing skills.
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* Ability to work autonomously and collaboratively as part of a national team.
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* Proficiency in superannuation advice, particularly in retirement planning.
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* Experience using financial planning software, with a preference for XPLAN.
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Mandatory Requirements
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The ideal candidate must have:
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* Completed FASEA education standards and be listed as current on the Financial Adviser Register.
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* Approved/Relevant University degree / Graduate Diploma in Financial Planning.
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* Passed the FASEA exam and listed on the FAR register as being able to provide tax (financial) advice.
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What We Offer
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We provide a range of benefits, including:
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* A hybrid and flexible work environment.
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* 15% superannuation.
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* Additional paid leave over Christmas and New Year.
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* Additional 5 days paid "flex leave", so you can take time out when you need it.
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* 18 weeks paid parental leave.
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* 3 days community service leave.
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* 4 weeks paid gender affirmation leave.
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* Access to long service leave at 5 years.
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* Access to subsidised financial advice.
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* Dedicated per person development budget to support your growth.
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About Us
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We are passionate about providing the best possible service to our 1.7 million members. We strive to deliver better value while helping members get the most out of their super.
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Your role at Hostplus will make a difference, whether you're in marketing, financial advice, operations or any of our other divisions - you'll be contributing to ensuring our members retire with the best possible outcomes.
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Commitment to Diversity and Inclusion
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We are committed to creating an inclusive workplace that promotes and values diversity. We welcome and encourage applications from people of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, those with a disability, neurodiverse individuals, women, and people with a cultural or linguistically diverse background.