Enhance our member-first cultureCollaborative, supportive and close-knit teamPermanent opportunity based in the heart of the Sydney CBDCareSuper is an innovative and award-winning profit-to-member fund that puts members first in everything we do. We aim to be widely recognised as a leading fund that delivers superior outcomes for its professionally minded members.If you've ever found yourself asking ‘can we do this better?' then you're exactly the kind of person we're looking for.Why work for us?Our Sydney team has the best of both worlds – the national presence of a respected corporate with the intimate, enthusiastic and flexible feel of a small business. The best part about working with us is that your efforts are recognised. We foster a strong team environment that prides itself on supporting one another. About the roleIn partnership with our members, your primary focus is to provide personal comprehensive financial planning advice that is delivered in a measured and holistic way.  You will have the opportunity to help educate our members on how best to make the most of their whole situation (not just their super).  With the administrative backing of diary management, team administration and paraplanning, the Financial Planner will have the ability to:Assist members with often complex decisions around the best way to protect and grow their wealth and structure their investmentsDevelop statements of advice by undertaking consultative conversations with our membersAccommodate and respond to member queries across risk, investments, superannuation and estate planningEngage in business development and prospecting for new opportunities when requiredConduct education and workplace seminars, face to face or via webinar as requiredAttend workplace meetings and events when requiredAbout youExceptional customer service, reliability and adaptability is part of your work ethos. With a highly positive ‘can do’ attitude, you can multitask, coordinate, communicate and prioritise your workload independently (while also being able to work collaboratively). You thrive in a fast-paced professional environment leaning into your resourceful nature wherever you can.  You also have the following skills:Proven financial planning experienceHave extensive experience in all aspects of retirement planning and seeking to be a ‘retirement specialist’Have strong technical knowledge evidenced by appropriate qualifications (MUST have Advanced Diploma Financial Planning as minimum qualification (Financial Planning/ RG146 compliant), CFP, Bachelor degree or other relevant higher qualification (preferred)Must have passed the FASEA examPerforms role to a high standard and ensures that business success and objectives are at the forefront of all workWillingness to embrace ambiguity and changeSuperior analytical and conceptual skills demonstrated by the ability to distil and synthesize information in a clear and succinct mannerA demonstrated ability to work collaboratively and cooperatively with a diverse range of peopleAn understanding of industry superannuation philosophy and functions demonstrated by the ability to discuss strengths and weaknesses of different fundsWhy CareSuper?Apart from our status as a high-performing Industry Super Fund and focus on providing high quality member customer service, we recognise that our staff are the drivers of our success. We are genuinely committed to delivering workplace diversity, sustainability and flexible working arrangements. Our culture is under pinned by "SPIRIT" which stands for Service, Professionalism, Integrity, Relationships, Innovation and Teamwork.We invest in the health, wellbeing and development of our people by offering a range of great benefits to support you to be your best - professionally and personally. These are some of our many great benefits:Wellbeing Lab Coaches, $200 health reimbursement, flu vaccinations and moreHigher super contributions and income protection insuranceExtra paid days of leave across the yearDiscounts and offers from more than 400 retailersRecognition awardsApplicants must have the relevant work rights to be considered for an opportunity at CareSuper and undergo a police check.Agencies, please note: All vacancies are managed by our internal Human Resources Team. Should external assistance be required we will reach out to our preferred agency partners. Thank you.

Financial Planner

  • Enhance our member-first culture
  • Collaborative, supportive and close-knit team
  • Permanent opportunity based in the heart of the Sydney CBD

CareSuper is an innovative and award-winning profit-to-member fund that puts members first in everything we do. We aim to be widely recognised as a leading fund that delivers superior outcomes for its professionally minded members.

If you've ever found yourself asking ‘can we do this better?' then you're exactly the kind of person we're looking for.

Why work for us?

Our Sydney team has the best of both worlds – the national presence of a respected corporate with the intimate, enthusiastic and flexible feel of a small business. The best part about working with us is that your efforts are recognised. We foster a strong team environment that prides itself on supporting one another. 

About the role

In partnership with our members, your primary focus is to provide personal comprehensive financial planning advice that is delivered in a measured and holistic way.  You will have the opportunity to help educate our members on how best to make the most of their whole situation (not just their super).  With the administrative backing of diary management, team administration and paraplanning, the Financial Planner will have the ability to:

  • Assist members with often complex decisions around the best way to protect and grow their wealth and structure their investments
  • Develop statements of advice by undertaking consultative conversations with our members
  • Accommodate and respond to member queries across risk, investments, superannuation and estate planning
  • Engage in business development and prospecting for new opportunities when required
  • Conduct education and workplace seminars, face to face or via webinar as required
  • Attend workplace meetings and events when required

About you

Exceptional customer service, reliability and adaptability is part of your work ethos. With a highly positive ‘can do’ attitude, you can multitask, coordinate, communicate and prioritise your workload independently (while also being able to work collaboratively). You thrive in a fast-paced professional environment leaning into your resourceful nature wherever you can.  

You also have the following skills:

  • Proven financial planning experience
  • Have extensive experience in all aspects of retirement planning and seeking to be a ‘retirement specialist’
  • Have strong technical knowledge evidenced by appropriate qualifications (MUST have Advanced Diploma Financial Planning as minimum qualification (Financial Planning/ RG146 compliant), CFP, Bachelor degree or other relevant higher qualification (preferred)
  • Must have passed the FASEA exam
  • Performs role to a high standard and ensures that business success and objectives are at the forefront of all work
  • Willingness to embrace ambiguity and change
  • Superior analytical and conceptual skills demonstrated by the ability to distil and synthesize information in a clear and succinct manner
  • A demonstrated ability to work collaboratively and cooperatively with a diverse range of people
  • An understanding of industry superannuation philosophy and functions demonstrated by the ability to discuss strengths and weaknesses of different funds

Why CareSuper?

Apart from our status as a high-performing Industry Super Fund and focus on providing high quality member customer service, we recognise that our staff are the drivers of our success. We are genuinely committed to delivering workplace diversity, sustainability and flexible working arrangements. Our culture is under pinned by "SPIRIT" which stands for Service, Professionalism, Integrity, Relationships, Innovation and Teamwork.

We invest in the health, wellbeing and development of our people by offering a range of great benefits to support you to be your best - professionally and personally. These are some of our many great benefits:

  • Wellbeing Lab Coaches, $200 health reimbursement, flu vaccinations and more
  • Higher super contributions and income protection insurance
  • Extra paid days of leave across the year
  • Discounts and offers from more than 400 retailers
  • Recognition awards

Applicants must have the relevant work rights to be considered for an opportunity at CareSuper and undergo a police check.

Agencies, please note: All vacancies are managed by our internal Human Resources Team. Should external assistance be required we will reach out to our preferred agency partners. Thank you.