Our client is a highly regarded industry super fund which can demonstrate consistent growth and robust returns to Members. Poised for further growth, they are investing in all areas of the business to support this journey and to continue to offering exception service and experiences to their Members. This is a newly created role.

You will manage a porfolio of Members and support them on their journey to retirement by providing intrafund advice across contribution and investment strategies, insurances and retirement products. Your portfolio will be diverse, ranging from early career new Members at the start of their superannuation journey, mid-career Members focused on adding additional funds at accumulation stage and High Net Worth Members. You will be able to adapt your style and advice offerings by providing a consultative, engaged and professional advisory solution.

You will engage with your Member portfolio via a range of methods including:

1:1 in person and digital meetings

Working with Employers to develop awareness and provide education sessions

Attending relevant industry forums or sponsored events

Direct engagement with Members at key milestones on their superannuation journey

You will be an experienced Financial Planner with experience in the superannuation industry and a genuine interest in providing Members with robust outcomes for their financial future. You will enjoy engaging with people and pride yourself on going the extra mile to deliver outcomes. You must have completed or be about to complete the Graduate Diploma in Financial Planning or higher qualification.