Jobs at UniSuper

Provide end-to-end, high-quality financial planning and complex advice to members, including high-net-worth clients. Drive business development, deliver seminars and client education, maintain governance and compliance, mentor associate advisers, and contribute to advice innovation and efficiency (including AI tools). Sydney-based with a 60% in-office commitment.

Support onboarding, offboarding and transaction management for advisers, licensees and their staff. Deliver high-quality service, manage enquiries and queues, ensure regulatory and procedural accuracy, and contribute to process improvement, quality initiatives and operational readiness.

Execute a Monitoring & Supervision program to review client files, observe adviser meetings, assess advice quality, record outcomes, develop policies and tools, share performance insights, and deliver training to ensure regulatory compliance and high-quality financial advice.

Lead advice assurance activities including file reviews, monitoring and supervision to assess advice quality and compliance. Translate findings into reporting and insights, identify trends, improve assurance frameworks and tools, build stakeholder relationships, support team capability and act as deputy to senior leadership to drive continuous improvement across the advice business.

Support accurate, timely and compliant financial reporting and investment accounting for the Fund and its investment entities. Perform month/quarter/year-end close, reconciliations, NAV and valuation analysis, GL reconciliations, variance analysis, regulatory submissions, and identify automation opportunities to improve controls and timeliness.