Superannuation Adviser

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HESTA in Melbourne seeks a full-time onsite experienced Superannuation Adviser to deliver limited personal advice and retirement guidance through consultations and education sessions, collaborating across the Advice Education Growth and Implementation teams. You will create compliant Statements of Advice and help members navigate queries while supporting administration. Essential: ASIC FAR registration, FASEA exam success, and a valid Fit and Proper declaration. Desirable: related degree, Tax (Financial) Adviser status, and completed FASEA education. Tips to apply: tailor your resume to show regulatory expertise, autonomous client relationships, and SOA delivery; demonstrate alignment with HESTA’s mission and a commitment to inclusion.

Be inspired everyday – let your work make a difference  #Superwithimpact

At HESTA we’re a leading national superannuation fund dedicated to people working in health and community services – a growing sector of ordinary people doing extraordinary things, day in day out, right across Australia.

More than 1 million Australians trust HESTA with their money. So together, we invest billions of their savings globally, striving to generate strong investment returns and make a real difference to their financial futures. Our focus is on helping our members enjoy the retirement they’ve worked hard for. 

The opportunity – ‘Do what you love, and you’ll never work a day in your life’ #careerswithimpact

Shape Our Members' Financial Futures!!

As our fund continues to grow and evolve into the future, we are looking for an experienced Superannuation Adviser to join our dedicated advice team at HESTA. This role offers an exciting opportunity to make a real difference in our members' financial wellness through personalised guidance and limited personal advice.
 

Your day will see you:

• Deliver limited personal advice and guidance on superannuation and retirement strategies to our members through one-on-one consultations
• Engage with our members through multiple channels to support their financial decision-making including attending our financial education seminars and workshops.  
• Create compliant, member-friendly Statements of Advice
• Collaborate with our Member Education, Growth, and Implementation teams
• Assist members with general queries and administration where needed.

About you:

Essential Qualifications:

• Current registration on ASIC Financial Advice Register (FAR)
• Successful completion of FASEA exam
• Valid Fit & Proper Persons declaration

Desired Qualifications:

• Relevant degree from FASEA-approved provider
• Registered Tax (Financial) adviser status
• FASEA education requirements completed 

Experience:

• Proven track record as a Financial Planner or Superannuation Adviser
• Strong understanding of advice processes and regulatory requirements
• Experience in financial services/superannuation sector
• Demonstrated ability to work autonomously
• Excellence in building client relationships

Join us and make a meaningful impact on our members' financial futures.

Benefits that matter and make a difference for our employees

• Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affirmation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few!).
• Your Professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
• Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
• Your financial wellbeing matters, 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.

We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity. 

We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team [email protected] and we’ll call you to discuss.

We’ll close applications when we find the right person, so get in quick before you miss this opportunity.

Please note: Applications via recruitment agencies will not be accepted for this position 

#LI-JS1