Limited Financial Adviser - Super Fund Limited Financial Adviser - Super Fund …

Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 13 Sep 21
Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 13 Sep 21
Hays Banking
See job description for details
Join a supportive, experienced team and help the Super Fund members reach their financial goals. Your new company
This is a reputable Super Fund which is dedicated to servicing its members and proving advice that will allow them to reach their financial goals and grow their wealth. They are looking for a Limited Adviser to join their experienced team.

Your new role
As a Limited Adviser, you would be responsible for:
  • Providing tailored financial advice across a limited scope of advice topics to the members both face to face and over the phone
  • Building and maintaining relationships with both internal and external stakeholders
  • Generating SOAs through the planning software
  • Ensuring the compliance standards are met
What you'll need to succeed
  • FASEA exam completed is preferred along with a tertiary degree or Advanced Diploma of Financial Planning
  • Experience as a Financial Planner including experience running client meetings is desired
  • A strong understanding of advice across Superannuation
  • Xplan knowledge is advantageous
  • Excellent verbal and written communications skills are essential along with a great phone manner
  • You will be able to work well both individually and as part of a team
What you'll get in return
This is a fantastic opportunity to work for a reputable Super Fund with an established referral network. You will work in a supportive team, have the ability to work from home 2 days a week as well as have extra annual leave between Christmas and New Year.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2531828
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

Hays Banking logo
More Jobs Like This
See more jobs