Financial Adviser

Overview Link Advice, a specialist provider of financial advice service is looking for 2 passionate Financial Advisers to join our leading telephone based intra-fund Advice Team. As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model. In partnership with some of Australia’s largest Superannuation Funds, and with a focus on providing quality intra-fund advice, you will have the opportunity to help educate and advise Australians on how to make the most of their superannuation savings. This is an ideal position for:

• An Adviser looking to share their experience with a diverse and enthusiastic team where member centric advice delivery is key to their daily routine enabling a better workplace and life balance.
• Opportunity to mentor Junior Advisers
• Someone on a career path looking for the opportunity to build up their experience

Key Benefits:

• Flexible work hours with a focus on work/life balance
• Competitive remuneration including reimbursement for ongoing study and access to corporate gym membership
• All Advice appointments are vetted and booked by our Contact Centres
• Access to support structures - Paraplanning team, Technical Officer, Administration team and Compliance team

Key Accountabilities and Main Responsibilities To help more Australians to understand their superannuation providing them with simple financial advice by;

• Understanding their needs
• Breaking complex concepts down into something they can understand
• Gathering the client’s circumstances, goals and objectives in an online fact find
• Providing intra fund advice and retirement advice
• Maintaining ongoing relationships with existing referral sources

Experience & Personal Attributes

• A passion for financial advice and helping people
• Minimum 1 – 3 years’ experience in an advice role
• Meets the minimum education requirements under FASEA
• Passion for customer focus and best practice in all activities
• Flexible whilst able to manage multiple competing business priorities
• Must be clear thinking & well organised
• Attention to detail and analytical skills
• Strong technical knowledge across key disciplines of financial advice
• Work in a structured work environment and adaptive to change
• Near completion or enrolled to meet FASEA educational requirements, includes holding a Relevant degree in Financial Planning/Accounting/Economics
• Passed the FASEA Standards Authority Ethics Examination,
• RG146 compliance with evidence of completed CPD,
• Registered on the ASIC Financial Adviser Register
• Link Advice is a Professional Partner of the FPA.
• You must have the right to live and work in Australia to apply for this job

MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.

Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.

A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.

Our MUFG Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.

By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.

MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

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 the MUFG Pension & Market Services journey 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.

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.