Talent.com
Associate Financial Adviser

Associate Financial Adviser

Link GroupPerth, WA, AU
30+ days ago
Job description

We’re looking for a number of passionate Financial Advisers to join our leading telephone-based Scaled Advice Team at Retire360, part of MUFG Retirement Solutions, with positions based in NSW, VIC and WA.

Ideally you are driven by helping Australians make the most of their superannuation and thrive in a member first advice environment, this is your chance to make a real impact.

If you are someone who is also looking to build your career in financial advice, learn the craft of providing financial advice to members and actually deliver the advice yourself, this may be the ideal position for you. We offer a structured training program to ensure you receive the maximum support and flexibility to help you succeed.

What you’ll be doing :

  • Delivering simple, high-quality Scaled (Intra-fund) and retirement advice via phone
  • Building strong relationships with members and referral sources
  • Breaking down complex financial concepts into clear, actionable guidance
  • Collaborating with a supportive team including paraplanners, and compliance experts
  • Contributing to a positive team culture focused on member outcomes

What we’re looking for :

  • 1 year experience in a financial advice role and someone who has completed their professional year.
  • Passion for helping people and delivering member-centric advice
  • Strong technical knowledge across financial planning disciplines
  • Near completion or enrolled in FASEA-compliant qualifications
  • Registered on the ASIC Financial Adviser Register and RG146 compliant
  • Some of our Employment Benefits

  • Blended working environment – enabling our employees to work in the office and at home
  • Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
  • Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose
  • Talent Referral Program
  • Salary Sacrificing via Superannuation
  • Employee Assistance Program
  • Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
  • Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft!
  • Novated Car Leasing
  • Culture at MUFG Pension & Market Services

    We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential. We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities / disabilities, religious or political belief, marital or family status or carers responsibilities.

    How to apply

    Ready to take the next step in your career?

    Apply now with your resume highlighting your skills, experience, and why you would be a good fit for the role. Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.

    Create a job alert for this search

    Financial Adviser • Perth, WA, AU

    Related jobs
    • Promoted
    Project Finance Senior Associate (Perth)

    Project Finance Senior Associate (Perth)

    AshurstPerth, Western Australia, Australia
    Ashurst Perth, Western Australia, Australia.Join or sign in to find your next job.Project Finance Senior Associate.Ashurst Perth, Western Australia, Australia. Be among the first 25 applicants.Proje...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Associate / Special Counsel - Banking & Finance

    Senior Associate / Special Counsel - Banking & Finance

    HPX GroupPerth, Western Australia, Australia
    Are you tired of the bureaucracy and politics of big firms, but still want to work on quality transactions? We’re looking for a Senior Associate or Special Counsel to join our rapidly expanding Ban...Show moreLast updated: 30+ days ago
    • Promoted
    Client Services - Financial Planning

    Client Services - Financial Planning

    The Andersen PartnershipPerth, Western Australia, Australia
    Client Services Associate / Client Services Manager – Perth.The Andersen Partnership is hiring forClient Service Associates & Client Service Managers in Perth. This role is for individuals with expe...Show moreLast updated: 30+ days ago
    • Promoted
    Real Estate Solicitor / Associate - 2-4 PQE - Perth

    Real Estate Solicitor / Associate - 2-4 PQE - Perth

    Dentons CanadaPerth, Western Australia, Australia
    Dentons is the world’s largest law firm.We’re 20,000+ people globally across 80+ countries including USA; Europe; India and Asia. We are a global polycentric firm which is expanding rapidly in an in...Show moreLast updated: 30+ days ago
    • Promoted
    Foreign Currency Sales Consultant – Travel Money Oz – Hillarys, WA

    Foreign Currency Sales Consultant – Travel Money Oz – Hillarys, WA

    Travel Money OzCity Of Joondalup, Western Australia, Australia
    Foreign Currency Sales Consultant – Travel Money Oz – Hillarys, WA.This role focuses on foreign currency and related travel money products with a strong emphasis on customer service and sales in a ...Show moreLast updated: 30+ days ago
    • Promoted
    Foreign Currency Sales Consultant – Travel Money Oz – Fremantle, WA

    Foreign Currency Sales Consultant – Travel Money Oz – Fremantle, WA

    StudentUniverseFremantle, Western Australia, Australia
    Categories : Leisure Travel & Retail.Travel Money Oz is part of Australia’s largest and most progressive travel retailer (ever heard of Flight Centre?) We provide foreign currency solutions that hel...Show moreLast updated: 6 days ago
    • Promoted
    Associate Financial Planner

    Associate Financial Planner

    WizeHire, IncCity Of Melville, Western Australia, Australia
    Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the fin...Show moreLast updated: 30+ days ago
    Senior Associate / Special Counsel - Banking & FinanceHybrid

    Senior Associate / Special Counsel - Banking & FinanceHybrid

    Hamilton LockePerth, WA, AU
    Are you tired of the bureaucracy and politics of big firms, but still want to work on quality transactions? We’re looking for a Senior Associate or Special Counsel to join our rapidly expanding Ban...Show moreLast updated: 30+ days ago
    • Promoted
    Entry-Level Financial Advisor

    Entry-Level Financial Advisor

    WizeHire, IncCity Of Melville, Western Australia, Australia
    NYL - Nassau-Suffolk NY • Melville , NY , US.Great opportunity available at the New York Life Long Island, NY for an Entry-Level Financial Advisor position. Help families, business owners, and corpo...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Associate, Audit & Assurance

    Senior Associate, Audit & Assurance

    Grant Thornton AustraliaPerth, Western Australia, Australia
    Senior Associate, Audit & Assurance.Senior Associate, Audit & Assurance.Balance work from home with collaborative team connection days. Your passion for innovation and ideas will see you developing ...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Associate Director

    Tax Associate Director

    Rutherford BriantTown Of Cambridge, Western Australia, Australia
    Are you a Private Client Tax Associate Director looking to grow your career? The client is a leading firm based in Cambridge, experiencing rapid growth. Their clients include high-net-worth individu...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Adviser

    Financial Adviser

    Kaizen RecruitmentPerth, Western Australia, Australia
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Our client is a recognised industry leader in the financial planning industry, having been honoured th...Show moreLast updated: 30+ days ago
    • Promoted
    Associate - Premium Funding

    Associate - Premium Funding

    LocktonPerth, Western Australia, Australia
    Lockton Perth, Western Australia, Australia.Lockton Perth, Western Australia, Australia.Be among the first 25 applicants. Make an impact within a growing team at Lockton!.Are you passionate about bu...Show moreLast updated: 30+ days ago
    • Promoted
    Business Referral Partner

    Business Referral Partner

    FraudStopCity Of Armadale, Western Australia, Australia
    FraudStop specializes in providing comprehensive compliance, fraud prevention, and risk management services to businesses of all sizes. We safeguard our clients against internal and external threats...Show moreLast updated: 11 days ago
    • Promoted
    Entry-Level Wealth Advisor

    Entry-Level Wealth Advisor

    WizeHire, IncCity Of Melville, Western Australia, Australia
    NYL - Nassau-Suffolk NY • Melville , NY , US.Seeking an Entry-Level Wealth Advisor to join our Melville, NY team, embarking on a journey to excel in wealth management and financial planning.Engage ...Show moreLast updated: 30+ days ago
    • Promoted
    Corporate Finance Senior

    Corporate Finance Senior

    Rutherford BriantTown Of Cambridge, Western Australia, Australia
    Bored of Audit and looking for a career in Corporate Finance? Are you a dynamic, ambitious ACCA / ACA finalist or newly qualified?. We are partnered exclusively with a superb, fast growing corporate ...Show moreLast updated: 14 days ago
    • Promoted
    Financial Counsellor

    Financial Counsellor

    Ruah Community ServicesPerth, Western Australia, Australia
    Ruah is a leading values-driven employer in Western Australia’s community services sector.Our staff go boldly, not just supporting people in need, but working to end homelessness, end domestic viol...Show moreLast updated: 30+ days ago
    • Promoted
    Associate / Senior Associate, Valuations

    Associate / Senior Associate, Valuations

    Grant Thornton InternationalPerth, Western Australia, Australia
    Associate / Senior Associate, Valuations page is loaded.Associate / Senior Associate, Valuations.Apply remote type On-site locations Perth, Western Australia time type Full time posted on Posted 2 ...Show moreLast updated: 30+ days ago