Job from partnerAbout Us
Want to be part of a high performing, award winning organisation? UniSuper is recognised for performance excellence and offers meaningful career opportunities. Our growth means opportunity to grow with us. Come be a part of our inclusive, passionate team and make a difference with UniSuper.
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.
Step into a senior advisory role where you deliver high‑quality, complex advice and shape meaningful financial outcomes for members at pivotal stages of their lives.
The role
The key focus of this Sydney based role is delivering professional, end‑to‑end financial planning advice to support members in achieving their financial objectives. You will apply deep expertise to advise clients with complex needs while contributing to sustainable advice outcomes and strong client satisfaction. Besides, you will:
- Have a strong focus on business development providing advice to new clients through self‑generated activity, referrals and promotional initiatives
- Deliver comprehensive financial advice to members, including high‑net‑worth clients and senior university staff
- Represent and promote UniSuper through seminars, webcasts and industry or campus events
- Apply strong governance, compliance and professional standards across all advice activities
- Contribute to advice innovation and improved efficiency, including the use of AI in advice delivery
- Mentor and share best practice with Associate Advisers and other advisers within Professional Wealth Management
About you
You bring strong technical expertise and a client‑centred approach to delivering high‑quality comprehensive financial advice. You enjoy building trusted relationships, balancing commercial outcomes with professional standards, and contributing to a collaborative advice culture. Furthermore, you will have:
- A strong track record of business development capability and client engagement skills
- Demonstrated experience delivering holistic and fee‑for‑service personal advice
- Sound knowledge of financial planning, superannuation, taxation, investments and social security
- Clear, confident written and verbal communication
- Experience presenting workshops and client education sessions
- 7 years+ direct comprehensive financial planning experience in a ‘fee for service’ environment.
- Relevant financial qualifications, FASEA and CFP (or working towards), with ongoing CPD
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 contribution
- 20 weeks paid parental leave
- $1,500 annual development budget
- Flexible working 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.
