Financial Planner | Industry Superannuation Fund | Brisbane
A well established industry super fund is looking for an experienced Financial Planner to join a small, close knit advice team.
This fund has a strong long term track record for members and a purpose driven culture, this is a role where you’ll see the direct impact of your advice on real people’s retirement outcomes.
About the role
You’ll deliver both general and personal advice to members approaching or in retirement, across phone, video and face to face appointments. Reporting to the Senior Manager of Retirement and Advice Strategy, you’ll play a key part in shaping the member advice experience as the team continues to grow.
This is a full time position with a mix of office based work and the flexibility to work from home once settled in.
What you’ll bring
- 3+ years experience as a Financial Adviser, ideally within superannuation, though strong retail advice backgrounds will also be considered
- Appropriate financial planning qualifications and a pass of the Financial Adviser exam
- Xplan experience highly regarded
- A member first approach to advice rather than a sales or book building focus
- Strong technical and compliance knowledge, with excellent attention to detail in advice documentation
- Great communication skills and the ability to connect with members from a range of backgrounds
What’s on offer
- Base salary around $120k + super
- Annual leave loading
- Onsite parking
- Income protection
- Additional employer superannuation contributions
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Financial Planner in Brisbane employer: Perigon Group
Join a dynamic and expanding Aussie retail business that values its employees and fosters a collaborative work culture. With a well-structured finance team based in the vibrant Alexandria/Rosebery area, you'll enjoy flexible work-from-home options and opportunities for professional growth. This role not only offers a chance to lead and innovate within financial processes but also to make a meaningful impact on the company's success while working alongside passionate professionals.
