Financial Planning Graduates – Professional Year

Recruiting Now for April 2023 Intake!

About the job:

Financial Planning Graduates – Professional Year Program

$60,000 plus Super, full-time

  • Committed to building a better future for our community, clients and staff
  • Financial Planning Services ProductReview.com.au – 2022 Winner
  • ISO 9001 Certified, recognising the quality of our business practices
  • ABA 100® The Australian Business Awards Community Contribution Winner for 2022 – Recognising Australia’s Business, Innovation & Technology Leaders 

Who we are:

Superannuation Advice Australia (SAA) is a well-established Advisory Firm, with offices located in the heart of Brisbane City and across from the beautiful beaches of the Gold Coast.

With many everyday Australians concerned about their finances, our primary focus is to provide certainty and clarity to our clients. At SAA, we believe in the power of quality financial advice and only employ talented specialists, to ensure our clients receive the best possible service.

About the opportunity – Professional Year Program:

We offer an opportunity to join the SAA Professional Year Program. Successful applicants will work from our Gold Coast office, alongside an attentive, full-service team of experienced financial planners, whose real-world experience and knowledge works seamlessly to deliver best-in-practice financial outcomes to meet our clients’ goal-based objectives.

The Professional Year (PY) standard commenced on 1 January 2019, as part of new legislation introduced to raise the education, training, and ethical standards of financial advisers in Australia.

Due to experiencing high business growth coupled with the new legislation, SAA has developed an industry leading Professional Year program for new entrants in the industry to gain exposure to the Financial Planning environment.

The SAA PY Program provides entrants with a training and education pathway, designed to ensure graduates are able to competently and professionally deliver quality advice and service.

The Program is split into quarters, allowing entrants to transition from a directly supervised approach to an indirectly supervised approach.

Quarter 1 – Client Observations and support to Supervisor/Experienced Adviser

Quarter 2 – Supervised Client Engagement and Advice Preparation

Quarters 3 & 4 – Indirect Supervision of Client Engagement and Advice Preparation

Throughout the Program, entrants will transition through SAA’s departments, gaining extensive knowledge of all areas of the business and the financial advice process.

Following successful completion of the Program, entrants will have the opportunity to progress their career with SAA.

Key responsibilities will include:

  • Shadow the Supervisor or other relevant providers nominated by the supervisor with a range of clients
  • Complete documentation as required and undertake follow-up actions
  • Cross training across multiple departments including initial onboarding, insurance and annual reviews
  • Discuss with the Supervisor appropriate advice strategies suitable to the clients’ objectives, financial situation, and needs
  • Actively participate in administration and back-office activities
  • Liaise with third party providers to gather client information
  • Liaise with clients to obtain information necessary to implement advice, as well as to provide regular updates to clients – where required
  • SOA construction, presentation, and implementation including superannuation, insurance, debt analysis and annual review advice
  • Meet quarterly requirements – work activities and structured training
  • Maintain a logbook for work activities and structured training completed throughout the Program

The successful applicant:

  • Approved qualification
  • Highly professional, excellent oral and written communication skills
  • High attention to detail, supported by a solid technical background
  • Provide outstanding service while building rapport with clients
  • Committed and dedicated to our clients and thrive to help them achieve their financial goals

What’s in it for you?

  • Competitive base salary plus superannuation
  • Opportunity to work as part of a highly regarded team, within a collaborative environment
  • Extensive resources, support, and training
  • Modern workplace, which embraces technology
  • Opportunity for growth, learning and development
  • Free dinner meals, gym discounts, break out rooms with pool tables, work social events, etc.

What recent graduates have to say – 

“Having worked at Superannuation Advice Australia, I witnessed first-hand the positive impact we had on our clients. This motivated me to want to study further and become a qualified Financial Adviser. Superannuation Advice Australia provided me with invaluable exposure into the different departments, as well as the various aspects of the individual client’s journey, throughout my Professional Year.”
Hollie Jones, SAA FA & PY Program graduate

“Superannuation Advice Australia provided me with a great pathway into financial planning. With the vast wealth of knowledge that you are immersed in and approachable colleagues within your
department and elsewhere, it provided invaluable resources to draw upon to complete my studies, the FASEA exam, my Professional Year and begin my career as a Financial Planner.”
Sean Taylor, SAA FA & PY Program graduate

If you are seeking a new challenge where your performance and contribution is valued, and you are motivated by the opportunity of being part of a growing business, we want to meet you!

Recruiting NOW for April 2023, please send your resume and cover letter to: jobs@superadviceaustralia.com.

If you would like to learn more about us and the position, please contact HR on 1300 471 314.