Supports senior private wealth advisers in delivering financial planning advice to high-net-worth clients. Responsibilities include developing strategies, preparing paraplanning briefs, reviewing statements of advice, delivering records of advice, coordinating client reviews, maintaining AFSL compliance, supporting quality assurance and remediation, using AI to improve advice delivery, and promoting services through events and member engagement.
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 to build your financial planning career supporting high-net-worth clients.
The role
As an Private Wealth Adviser - Associate , you will support Senior Private Wealth Advisers to deliver high-quality financial planning advice to clients with complex needs. 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
- 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 an emerging advice professional with strong foundations in financial planning and a commitment to high standards. You work collaboratively while managing your own workload effectively.
Furthermore, you will have:
- Strong communication, interpersonal skills and attention to detail
- Ability to manage time, meet deadlines and work autonomously
- Knowledge of superannuation, tax, insurance and investment products
- Understanding of compliance frameworks within financial advice
- FASEA approved qualification (or working towards) and ideally FASEA exam completed
- Minimum 3 years’ experience in an advice-related role
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
• Extensive leave options
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 the roles that suit your career aspirations, even if you don’t meet all the requirements.
UniSuper Melbourne, Victoria, AUS Office
385 Bourke St, Melbourne, VIC, Australia, 3000
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