Description
A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences. A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.Join a superannuation leader backed by global scale, local expertise and a commitment to innovation.
MUFG Pension & Market Services is Australia’s leading superannuation administrator — partnering with some of the largest and most recognisable funds in the country. Here, you’ll deliver meaningful advice at scale, influence retirement outcomes for everyday Australians, and build your career within a business that combines a proud history with the momentum of a growing global organisation.
About the role
This role is ideal for an experienced Adviser who thrives in a highvolume, booked advice environment and enjoys delivering intrafund and retirement advice that genuinely helps members make confident decisions about their super and retirement.
You’ll provide scaled advice primarily over the phone, with opportunities to engage via video or inperson when required. Working within a wellestablished advice framework, you’ll balance productivity, compliance and client care while maintaining strong referral relationships and service standards.
Key responsibilities
Deliver highvolume intrafund and retirement advice through booked advice calls, primarily phonebased, with video or facetoface opportunities as required
Conduct thorough online factfinding to understand client circumstances, goals and retirement needs
Translate complex superannuation and retirement concepts into clear, simple and actionable advice
Build and maintain strong relationships with internal and external referral partners, providing feedback and insights
Meet and manage key Advice KPIs, SLAs and productivity targets while maintaining quality outcomes
Adhere to the advice framework, governance requirements and regulatory obligations, including remediation where required
Participate in system, workflow and process improvements to enhance member experience and efficiency
Stay current with legislative changes, CPD requirements and all mandatory MUFG learning programs
About you
You are a confident, membercentric Adviser who brings strong technical capability and commercial awareness to your advice delivery. You enjoy working in a structured, fastpaced environment and take pride in helping Australians better understand their super and retirement options.
You will bring:
Registration on the ASIC Financial Adviser Register (FAR) – mandatory
RG146 compliance with evidence of completed CPD
Strong technical knowledge across superannuation and retirement advice
Experience delivering intrafund advice (highly regarded, but not mandatory)
Proven ability to manage high volumes of booked advice calls while maintaining quality and compliance
Excellent communication skills, emotional intelligence and the ability to build trust quickly
High attention to detail, strong analytical capability and confidence using online factfind tools
A collaborative mindset and willingness to share experience within a diverse, highperforming team
Some of our employment benefits
Flexible working – hybrid model enabling our employees to work in the office and at home
Purchased Leave, Parental Leave, Volunteer Leave, Gender Transition Leave, Wellbeing Leave
Employee Recognition Program
Talent Referral Program
Salary Sacrificing via Superannuation
Employee Assistance Program
Learning & Development – selfpaced learning and educational assistance
Employee discounts (including Bupa and Microsoft)
Novated Car Leasing
Our culture
We are an inclusive employer whose people work collaboratively. We value diverse perspectives and promote a flexible, blended work environment where wellbeing is supported. We believe diversity drives better client outcomes, continuous improvement and growth.
We treat all individuals fairly and do not discriminate on the basis of gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical ability, religion, political belief, marital or family status, or caring responsibilities.
How to apply
Ready to take the next step in your advice career? Apply now with your resume and a detailed cover letter outlining your experience and motivation for the role.
Candidates must have the relevant work rights to be considered. Successful applicants will be required to complete background screening prior to commencement.
