Financial Planner

About the company:

A well-established and highly regarded industry super fund that puts its members first.

With a strong reputation for supporting workers across the construction industry, we're partnering with a company that is passionate about helping members make confident financial decisions and enjoy better outcomes in retirement.

This is a great opportunity to put your financial planning expertise to good use, build meaningful relationships with members and enjoy the benefits of working within a purpose-driven organisation that values its people.

About the role:

Reporting to the Senior Manager, you'll play an important role in helping members navigate their financial futures by delivering quality, personalised financial advice.

Working over the phone and in face-to-face appointments, you'll provide both personal and general advice, with a particular focus on superannuation and retirement planning.

You'll be joining a collaborative team that is passionate about delivering outstanding member experiences, with plenty of support and opportunities to continue developing your career.

What You'll Be Doing:

• Deliver high-quality personal and general financial advice to fund members.
• Help members make informed decisions about their superannuation and retirement goals.
• Build positive relationships and provide an exceptional member experience.
• Identify opportunities to improve member engagement, satisfaction and retention.
• Stay up to date with superannuation legislation, industry developments and regulatory requirements.
• Maintain high standards of compliance while always acting in members' best interests.
• Contribute to a positive, supportive and high-performing team environment.

About You:

We're looking for a Financial Planner who enjoys helping people, takes pride in delivering quality advice and brings a positive, member-focused approach to their work.

Ideally, You'll Bring:

• A minimum of 3 years' experience as a Financial Planner.
• Relevant Financial Planning qualifications and successful completion of the Financial Adviser exam.
• Excellent communication skills and the ability to explain financial concepts in a clear, engaging way.
• A passion for helping people achieve better financial outcomes.
• A proactive, motivated attitude and a willingness to contribute to team success.
• Experience with Xplan or Industry Fund Services would be an advantage but isn't essential.

Why You'll Love Working Here:

• Attractive Salary: $125K–$135K + Super + additional Loading.
• Extra Time Off: Additional recreational leave to help you enjoy life outside of work.
• Free Onsite Parking: Take the hassle out of your daily commute.
• Fantastic Mentorship: Learn from experienced leaders who are invested in your development.
• Supportive Culture: Join a friendly, collaborative team that values its people.
• Hybrid working model: Days working from home after your settled
• Meaningful Work: Help everyday Australians build confidence in their financial futures.

If you're a Financial Planner looking for a rewarding opportunity with a respected industry super fund, we'd love to hear from you!

Apply now or reach out to Jade Lawton on 04•• ••• 334 for a confidential chat.

Alternatively, email your resume to ••••@iasrecruitment.com.au.