Private Wealth Adviser - Associate

About Us

We’re all here to deliver great retirement outcomes for our members. We have a long history with the University sector and today we’re a place where future-minded Australians can all come together. We have a track record of success and a culture focussed on being the best place to work in superannuation. We’ll achieve this by bringing our values to life in everything we do - genuine care, being better together and a passion for outcomes.

We have a clear plan of what we need to do and want you to help lead that journey.

UniSuper Advice is the Home for Advice Professionals. We provide members with trusted advice that supports confident financial decisions, through personal advice, digital solutions, education and strong partnerships with independent financial advisers. Our work is grounded in professionalism, collaboration and better retirement outcomes for members.

This is a great opportunity for a qualified financial adviser to build their career supporting high-net-worth clients and working alongside experienced Private Wealth Advisers in a highly regarded advice business.

The role

As an Associate Private Wealth Adviser, you will support Senior Private Wealth Advisers to deliver high-quality financial planning advice to clients with complex needs. This role is ideally suited to an adviser who has completed, or is nearing completion of, their Professional Year and is looking to further develop their technical expertise and client-facing advice capability.

You will contribute to client outcomes through preparation, coordination and delivery of advice, as well as:

• Support strategy development, paraplanning briefs, SOA reviews and client presentations
• Deliver ROAs and manage client review tasks, follow-ups and campaigns
• Attend and contribute to client meetings, supporting the delivery of complex advice strategies
• Maintain compliance with AFSL requirements and governance standards
• Contribute to advice quality assurance, audits and remediation activities
• Support innovation in advice delivery, including the use of AI
• Promote UniSuper Advice through events, seminars and member engagement

About you

You are a qualified financial advice professional with strong foundations in financial planning and a commitment to delivering exceptional client outcomes. You work collaboratively while managing your own workload effectively and are passionate about building a long-term career in financial advice.

Furthermore, you will have:

• An approved financial planning qualification that meets current financial adviser education standards
• Professional Year completed, or nearing completion
• Eligibility to be authorised as a financial adviser under current regulatory requirements
• Minimum 3 years' experience in financial planning, wealth management or a personal advice environment
• Knowledge of superannuation, tax, insurance and investment products
• Understanding of compliance frameworks within financial advice
• Strong communication, interpersonal skills and attention to detail
• Ability to manage time, meet deadlines and work autonomously

Highly regarded:

• Experience delivering personal financial advice to clients
• Experience working with affluent or high-net-worth clients
• CFP® designation or progress towards CFP® accreditation

What We Offer

UniSuper believes that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office.

UniSuper is proud of our culture and benefits, which empower our people to achieve their full potential, thrive and grow their career with us. These include:

• 17% superannuation contributions
• Generous parental leave
• Performance incentive opportunities

It should go without saying, but at UniSuper, we value and celebrate diversity and inclusion. We believe that a variety of perspectives, backgrounds, interests, abilities and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for roles that suit your career aspirations, even if you don’t meet all the requirements.