Superannuation Adviser

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 make informed decisions that will enable them to 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!!

Superannuation Adviser - Sydney based position

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:

This role is pivotal in our fund to engage with our members through multiple channels to guide their financial decisions through:

•    Delivering limited personal advice and guidance on superannuation and retirement strategies to our members through one-on-one consultations in person, by phone or virtually.
•    Provide sound advice through compliant, member friendly Statements of Advice (SOA).
•    Assist the boarder team to engage with members through our financial seminar programs and workshops. 
•    Create compliant, member-friendly Statements of Advice.
•    Administration support is provided through our paraplanning and implementation teams.
•    Assist members with general queries and administration where needed.

About you:

As a trusted adviser, you will play a meaningful role in shaping the financial futures of our members — bringing genuine passion, expertise, and care to every interaction. You are committed to:

•    delivering high-quality, compliant financial planning and superannuation advice that makes a real difference at retirement.

•    You hold the necessary licensing to provide personal advice, along with necessary educational qualifications that meet FASEA standards;
•    You have a strong understanding of the legal and compliance framework, advice process and a high standard when it comes to compliance. 
•    Proven track record as a Financial Planner or Superannuation Adviser and tenure in the industry.
•    Strong understanding of advice processes and regulatory requirements
•    Experience in financial services/superannuation sector 
•    You thrive working autonomously, taking ownership of your work and holding yourself to a high standard
•    Excellence in building rapport and 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 careers@hesta.com.au 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