Financial Adviser

Open to candidates across Australia

At Australian Retirement Trust, our purpose is simple: to help our members achieve better retirement outcomes. We’re looking for experienced Financial Advisers to join our Advice team and provide highquality, compliant personal advice that makes a genuine difference to our members’ financial wellbeing.

Why join us?

• You'll get 14% super as standard, to help your future come alive.
• Unleash your potential and build a career to be proud of through excellent training and development opportunities.
• Balance your work between in-person days at our purpose-built hubs and working from home.
• In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.

About the role

We’re all about helping our members make the most of their money. And while they go after their goals, you can too. As a Financial Adviser, you’ll deliver tailored personal advice across a defined scope, with a strong focus on superannuation and retirement outcomes. This includes super optimisation, contributions, personal insurance strategies and, where relevant, complex Defined Benefit accounts. You’ll work closely with members to understand their goals and provide advice that is technically sound, compliant and genuinely aligned to their needs.

You’ll engage with members across multiple channels — facetoface, phone and video — and collaborate with peers and leaders to continuously improve the advice experience and grow advice uptake across the fund.

Day to day, you'll:

• Build trusted relationships with existing and prospective members, delivering advice in a professional, membercentric way.
• Provide highquality personal advice on superannuation, investments, insurance, retirement, tax and estate planning (within scope).
• Prepare Statements of Advice that are technically correct, compliant and appropriate to member objectives.
• Ensure all advice complies with relevant legislation, ASIC guidelines and ART’s Advice Delivery model.
• Convert qualified leads into personal advice engagements and identify addon services where appropriate.
• Identify and develop referral opportunities to support business targets.
• Coach and mentor staff to generate qualified leads and support advice growth.
• Participate in workplace and client seminars to drive engagement and new opportunities.

These roles are available as permanent opportunities.

Open to candidates across Australia.

About you

It goes without saying you'll be a great communicator with top notch interpersonal skills. We'll also expect you to pick up problems and come up with quick, creative ways to solve them. It's quite likely you tick some of the following boxes too:

• You hold a bachelor’s degree in Financial Planning, Business, Finance, Commerce or a related discipline.
• You’re driven to achieve outstanding outcomes for members and take pride in delivering highquality advice.
• You’ve completed the Financial Adviser Exam and meet the requirements to provide tax (financial) advice.
• You’re listed on the ASIC Financial Advisers Register and maintain strong ethical and professional standards.
• You bring extensive experience providing personal financial advice, ideally in a facetoface environment.
• You have strong technical knowledge of superannuation and retirement strategies, including complex Defined Benefit accounts.
• You’re proficient in preparing Statements of Advice that are technically sound, compliant and tailored to individual member needs.
• You have a strong understanding of financial services compliance, and you consistently apply it in your advice delivery.

About us

Our 2.4 million members trust us to take care of over $330 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you’ll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.

Apply online now

Everyone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now.

We don’t want to leave you with a monstrous wait. So, you’ll hear from us after the closing date to find out whether you’ve made it through to the next round or not. Being fair and up-front is important to us – and recruitment is no different.

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