Senior Private Wealth Adviser at UniSuper

Perth, Western Australia, Australia -

Full Time

Start Date

Immediate

Expiry Date

24 Sep, 26

Salary

0.0

Posted On

26 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Business Development, Client Engagement, Superannuation, Taxation, Investment Advice, Social Security Knowledge, Public Speaking, Compliance, Governance, Mentoring, Holistic Advice

Industry

Financial Services

Description

About Us Want to be part of a high performing, award winning organisation? UniSuper is recognised for performance excellence and offers meaningful career opportunities. Our growth means opportunity to grow with us. Come be a part of our inclusive, passionate team and make a difference with UniSuper. 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. Step into a senior advisory role where you deliver high‑quality, complex advice and shape meaningful financial outcomes for members at pivotal stages of their lives. The role The key focus of this Adelaide based role is delivering professional, end‑to‑end financial planning advice to support members in achieving their financial objectives. You will apply deep expertise to advise clients with complex needs while contributing to sustainable advice outcomes and strong client satisfaction. Besides, you will: * Have a strong focus on business development providing advice to new clients through self‑generated activity, referrals and promotional initiatives * Deliver comprehensive financial advice to members, including high‑net‑worth clients and senior university staff * Represent and promote UniSuper through seminars, webcasts and industry or campus events * Apply strong governance, compliance and professional standards across all advice activities * Contribute to advice innovation and improved efficiency, including the use of AI in advice delivery * Mentor and share best practice with Associate Advisers and other advisers within Professional Wealth Management About you You bring strong technical expertise and a client‑centred approach to delivering high‑quality comprehensive financial advice. You enjoy building trusted relationships, balancing commercial outcomes with professional standards, and contributing to a collaborative advice culture. Furthermore, you will have: * A strong track record of business development capability and client engagement skills * Demonstrated experience delivering holistic and fee‑for‑service personal advice * Sound knowledge of financial planning, superannuation, taxation, investments and social security * Clear, confident written and verbal communication * Experience presenting workshops and client education sessions * 7 years+ direct comprehensive financial planning experience in a ‘fee for service’ environment. * Relevant financial qualifications, FASEA and CFP (or working towards), with ongoing CPD What We Offer UniSuper believes that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office. UniSuper is proud of our culture and benefits, which empower our people to achieve their full potential, thrive, and grow their career with us. These include: * 17% superannuation contribution * 20 weeks paid parental leave * $1,500 annual development budget * Flexible working options It should go without saying, but at UniSuper, we value and celebrate diversity and inclusion. We believe that a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don’t meet all the requirements.

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Responsibilities

Deliver professional end-to-end financial planning advice to high-net-worth clients and senior university staff. Focus on business development through self-generated activity and referrals while mentoring associate advisers.