Private Wealth Adviser

UniSuper is the custodian of our members’ life savings. Everything we do is focused on delivering for our members through performance, accountability and collaboration. If you love working with passionate professionals, driving industry leading performance and want to make a meaningful difference for others now and into the future, you’re in the right place. 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. Make a meaningful impact by delivering trusted advice that helps members with complex financial needs make confident decisions about their future.

The key focus of this role is delivering personal financial advice to existing and new clients to support their financial objectives. You will apply your expertise across complex financial needs while delivering high-quality advice and professional standards. Furthermore, you will:

Deliver review advice to existing clients and advice to some new clients

Support review appointments through tasks, follow-up communications and campaigns

Deliver advice to members with complex financial needs, including high-net-worth clients

Deliver high-quality Records of Advice as required

Apply governance, compliance and professional standards in day-to-day advice

Support improvements in advice delivery, including the use of AI

You are an experienced, currently registered Financial Adviser who takes pride in delivering high-quality advice and client experiences. You apply advanced technical knowledge, communicate clearly and work effectively to deliver outcomes within tight deadlines. You also have:

Substantial client-facing financial advice experience