We are passionate about securing the future for Australia's thinkers and creators in the higher education sector. Winning awards is a recognition of our excellent service and our best practice for financial advice this instills confidence in our members planning for their future. The role Working in our Circular Quay office you will support a small team of highly experienced financial advisers and be the key contact point for our ACT office.
You will be part of a wider paraplanning team of 15 across Australia and a number of paraplanners in Sydney providing high quality financial plans, statements of advice for both new and existing clients. Your work will contribute to our purpose of delivering greater retirement outcomes for members. You will also have the opportunity to work from our brand new member centre on campus close to the office at the Australian National University.
Preparation of statements of advice SOA's Financial modelling Review and research investment strategies, insurance and more Compliance Our paraplanners are trusted partners and highly respected by our advisers. Your technical support could be a solid platform to take a range of career paths within UniSuper. We will look for A strategic thinker who is comfortable with analysis and financial modelling.
A great communicator that presents complex ideas in a coherent and logical format. At least 2 years of paraplanning experience ADFP Preferred or other tertiary qualifications Xplan experience an advantage but not essential A strong knowledge of financial planning strategies, including retirement superannuation, taxation and social security We create a workplace where our people can be and do their best for our members. We offer a extra paid leave between Christmas and New Year, ongoing professional development and a well being program to cater to your individual needs.
The culture is one of best features, our people enjoy coming to work each day. Check out video to learn more. https://www.
unisuper.com.au/about-us/careers/career-opportunities We are not partnering with agencies so please apply directly with us below.