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May

State Manager Advice - Act

UniSuper - Canberra, ACT

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

Full Job Description
General information
State
:
Australian Capital Territory
Date
:
Friday, May 21, 2021
Working time
:
Full time
Ref #
:
5656566646
Description & Requirements

About UniSuper

UniSuper is one of Australia’s largest superannuation funds and is run solely for the benefit of its members. UniSuper currently invests over $95 billion on behalf of more than 450,000 members.

From 5 July 2021, we’re opening the door to an exciting new era and welcoming members from outside the higher education and research sector. There is no better time to join us on this journey as we offer our low fees, excellent service and an industry leading commitment to sustainable investment to all Australians.

The Opportunity

You can help us keep the momentum building. A new opportunity now exists for State Manager in Canberra. This role leads a small team of qualified comprehensive private client advisers. You’re be in a unique position to work collaboratively to raise the profile of UniSuper Advice at a state level as we see new members join the fund.

Providing greater retirement outcomes for our members will see you radiate energy and passion for your work and your team. We are looking for a leader that will inspire and motivate others.

The Role

This position requires you to be fully qualified to provide personal financial advice to high net worth clients. Your time will be split between leadership and advice delivery. You’re develop financial strategies to meet financial goals demonstrating clear value to the member. Whilst your leadership will help support mentor and drive the team to meet their objectives.

Key Responsibilities:
Managing appointments to deliver paid financial advice to new and existing members
Lead the Advice Function in Canberra ACT responsible for service through net promoter scores and activity levels across the team
Develop and implement strategies that continue to evolve the function and enhance the member experience
Mentor and coach staff to support performance
Maintain high compliance standards that satisfy legislative requirements

Desired Skills and Experience:
Relevant Degree (ideally with a CFP Masters or financial planning major) and obtained the FASEA designation
Either be a registered Tax Adviser or be able to obtain the RTFA designation
7 years direct financial advice experience able to deal with complex financial profiles
Excellent communication skills, both written and verbal
Superior relationship building skills including the ability to drive new business initiatives

You will have the support of the wider UniSuper business including Marketing & Strategy, our Employer Partnership Managers and of course your regional leader. We believe we are uniquely positioned to see our Canberra office be even more successful than ever.

What we offer

We are proud of the culture we're building at UniSuper and we have high employee engagement scores and strong employee tenure. You’ll work in a collaborative workplace where you will see our values come to life. We provide a great salary, 17% superannuation, bonus and ongoing training helping you invest in your career. We want great people with great skills that don't just want to work for us but want to stay with us.

If you feel inspired by what you’ve read, apply today!

We are not partnering with recruitment agencies and will not accept unsolicited resumes, please apply online