MUFG Pension & Market Services is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6500 employees across 4 continents and continue to grow every day.
MUFG Retirement Solutions is the largest business under MUFG Pension and Market Services and we are the leading administrator for super funds in Australia. Many of our clients are household names. We are well positioned within a growing superannuation industry, combining our rich legacy with a fast-paced environment that enables rapid career growth.
We are a diverse team with employees from various cultural and linguistic backgrounds, and we make sure to celebrate the successes of our clients and our people.
About the Role
We are seeking a passionate Financial Adviser to join our leading telephone-based Intra-Fund Advice Team . This is a fantastic opportunity to work with some of Australia’s largest superannuation funds and help educate Australians on how to make the most of their retirement savings.
If you’re looking for a role that offers flexibility, career development, and the chance to mentor junior advisers, this could be the perfect fit.
What You’ll Do
- Deliver high-quality intra-fund and retirement advice to members via phone.
- Understand member needs and simplify complex financial concepts.
- Gather client circumstances, goals, and objectives through online fact-finding.
- Maintain strong relationships with referral sources.
- Ensure compliance with regulatory standards and internal policies.
- Collaborate with support teams including paraplanning, technical officers, and compliance.
- Contribute to a positive, member-centric advice culture.
- Adapt to a structured environment while managing competing priorities.
What We’re Looking For
- Minimum 1–3 years’ experience in a financial advice role.
- Meets FASEA education requirements (or near completion).
- Passed the FASEA Ethics Examination and RG146 compliant.
- Registered on the ASIC Financial Adviser Register.
- Strong technical knowledge across key advice disciplines.
- Excellent communication, organisational, and analytical skills.
- Passion for helping people and delivering best-practice advice.
- Ability to work flexibly and adapt to change.
- Must have the right to live and work in Australia.
Some of Our Employment Benefits
- FlexiWorks – enabling our employees to work in the office and at home.
- Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave.
- Employee Recognition Program – to recognise people who are demonstrating our values and Company purpose.
- Talent Referral Program.
- Salary Sacrificing via Superannuation.
- Employee Assistance Program.
- Learning & Development – Development at your fingertips via self-paced learning, including educational assistance support.
- Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft!
- Novated Car Leasing.
Culture at MUFG Pension & Market Services
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
How to Apply
Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
MUFG Pension & Market Services is 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.
Our MUFG Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.
By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.
MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
