Comprehensive Financial Adviser

Profusion Group · Sydney NSW 2000 · Full time
Posted today

Comprehensive Financial Adviser

Profusion Group
Sydney NSW 2000

·

Full time

~$80k - $120k(Estimated)
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KEY POINTS WE FOUND
  • Provide holistic financial advice to members.
  • Build and maintain strong relationships with clients.
  • Stay updated with legislative changes impacting financial advice.

We are seeking an experienced and client-focused Comprehensive Adviser to join our growing advice team within a leading superannuation fund. In this role, you will provide holistic financial advice to members, helping them navigate all stages of their financial journey, from wealth accumulation through to retirement.

Key Responsibilities

  • Deliver comprehensive financial advice covering superannuation, retirement planning, investments, insurance, and wealth strategies
  • Build and maintain strong relationships with members, understanding their financial goals and tailoring advice accordingly
  • Prepare SOAs and ensure all recommendations comply with regulatory and internal standards
  • Conduct regular reviews to keep members’ strategies aligned with their evolving needs
  • Collaborate with internal teams to enhance member outcomes and advice services
  • Stay up to date with legislative and regulatory changes impacting financial advice and superannuation

About You

  • Relevant qualifications in financial planning
  • Current Authorised Representative status (or ability to obtain)
  • Strong knowledge of superannuation, retirement strategies, and investment products
  • Proven experience delivering holistic, client-centric financial advice
  • Excellent communication and interpersonal skills
  • High attention to detail and commitment to compliance and ethical standards

What We Offer

  • Competitive salary package plus performance incentives
  • Flexible and hybrid working arrangements
  • Ongoing professional development and career progression opportunities
  • A supportive, collaborative team environment
  • The opportunity to make a meaningful impact on members’ financial wellbeing

How to Apply

Click  ‘APPLY’  or contact  Shauna Callaghan  at  shauna.callaghan@profusiongroup.com .

We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.

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Skills

0 of 10 matched
Client relationship managementEthical standardsFinancial advice documentationInsuranceInvestmentsLegislative and regulatory knowledgeRegulatory complianceRetirement strategiesStrategic planningSuperannuation

Perks & benefits

0 of 3 matched
Competitive salary package plus performance incentivesFlexible and hybrid working arrangementsOngoing professional development and career progression opportunities

Profusion Group

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