Financial Adviser at Careers @ MUFG Pension & Market Services

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

24 Aug, 26

Salary

0.0

Posted On

26 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Advice, Superannuation Knowledge, Retirement Planning, Client Relationship Management, Compliance, Analytical Capability, Communication Skills, Emotional Intelligence, Fact-finding, Regulatory Adherence, KPI Management, Intrafund Advice

Industry

Financial Services

Description

Join a superannuation leader backed by global scale, local expertise and a commitment to innovation. MUFG Pension & Market Services is Australia’s leading superannuation administrator — partnering with some of the largest and most recognisable funds in the country. Here, you’ll deliver meaningful advice at scale, influence retirement outcomes for everyday Australians, and build your career within a business that combines a proud history with the momentum of a growing global organisation. About the role This role is ideal for an experienced Adviser who thrives in a high‑volume, booked advice environment and enjoys delivering intrafund and retirement advice that genuinely helps members make confident decisions about their super and retirement. You’ll provide scaled advice primarily over the phone, with opportunities to engage via video or in‑person when required. Working within a well‑established advice framework, you’ll balance productivity, compliance and client care while maintaining strong referral relationships and service standards. Key responsibilities * Deliver high‑volume intrafund and retirement advice through booked advice calls, primarily phone‑based, with video or face‑to‑face opportunities as required * Conduct thorough online fact‑finding to understand client circumstances, goals and retirement needs * Translate complex superannuation and retirement concepts into clear, simple and actionable advice * Build and maintain strong relationships with internal and external referral partners, providing feedback and insights * Meet and manage key Advice KPIs, SLAs and productivity targets while maintaining quality outcomes * Adhere to the advice framework, governance requirements and regulatory obligations, including remediation where required * Participate in system, workflow and process improvements to enhance member experience and efficiency * Stay current with legislative changes, CPD requirements and all mandatory MUFG learning programs About you You are a confident, member‑centric Adviser who brings strong technical capability and commercial awareness to your advice delivery. You enjoy working in a structured, fast‑paced environment and take pride in helping Australians better understand their super and retirement options. You will bring: * Registration on the ASIC Financial Adviser Register (FAR) – mandatory * RG146 compliance with evidence of completed CPD * Strong technical knowledge across superannuation and retirement advice * Experience delivering intrafund advice (highly regarded, but not mandatory) * Proven ability to manage high volumes of booked advice calls while maintaining quality and compliance * Excellent communication skills, emotional intelligence and the ability to build trust quickly * High attention to detail, strong analytical capability and confidence using online fact‑find tools * A collaborative mindset and willingness to share experience within a diverse, high‑performing team Some of our employment benefits * Flexible working – hybrid model enabling our employees to work in the office and at home * Purchased Leave, Parental Leave, Volunteer Leave, Gender Transition Leave, Well‑being Leave * Employee Recognition Program * Talent Referral Program * Salary Sacrificing via Superannuation * Employee Assistance Program * Learning & Development – self‑paced learning and educational assistance * Employee discounts (including Bupa and Microsoft) * Novated Car Leasing Our culture We are an inclusive employer whose people work collaboratively. We value diverse perspectives and promote a flexible, blended work environment where wellbeing is supported. We believe diversity drives better client outcomes, continuous improvement and growth. We treat all individuals fairly and do not discriminate on the basis of gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical ability, religion, political belief, marital or family status, or caring responsibilities. How to apply Ready to take the next step in your advice career? Apply now with your resume and a detailed cover letter outlining your experience and motivation for the role. Candidates must have the relevant work rights to be considered. Successful applicants will be required to complete background screening prior to commencement. 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.

Responsibilities

Deliver high-volume intrafund and retirement advice primarily via phone and video to help members make confident superannuation decisions. Manage key KPIs and SLAs while adhering to strict governance and regulatory frameworks.