Job Overview & Organization Mission

Provide compliant, life-changing retirement strategies, tax-effective superannuation structures, and estate planning advice to pre-retirees at AMP.

AMP Australia is seeking a licensed and experienced Senior Superannuation & Retirement Wealth Adviser to join our direct client advisory team at Circular Quay, Sydney. You will provide holistic, fee-for-service financial advice to retail clients approaching retirement, optimizing superannuation contributions, transition-to-retirement pensions, and longevity risk.

As a key member of the team at AMP Australia in Sydney, NSW, you will play a central role in driving excellence, upholding top-tier Australian industry standards, and contributing directly to the strategic milestones of one of the nation’s premier employers.

Key Duties & Core Responsibilities

In this critical role, your operational duties and key performance responsibilities will encompass:

• Conduct comprehensive: Conduct comprehensive discovery sessions to understand clients’ personal aspirations, retirement goals, and risk profiles.
• Formulate detailed,: Formulate detailed, compliant Statements of Advice (SoAs) utilizing Xplan financial planning software.
• Advise on: Advise on complex superannuation contribution strategies, SMSF suitability, and Centrelink Age Pension entitlements.
• Present strategies: Present strategies clearly to clients, answering questions on investment asset allocations and market cycles.
• Maintain strict: Maintain strict adherence to the Corporations Act, ASIC regulatory guidance, and FASEA Code of Ethics.

Required Qualifications, Licenses & Experience

To be successful in this position at AMP Australia, candidates are expected to satisfy the following essential selection criteria:

• Mandatory Qualification: Bachelor’s Degree in Financial Planning or related discipline + FASEA / Quality of Advice Exam certified.
• Relevant Experience: Minimum 5+ Years of verified industry experience in Australia or recognized overseas equivalence.
• 5+ years of face-to-face financial planning experience with an Australian Financial Services License (AFSL) holder.
• Fully compliant with FASEA education standards, including passing the national Financial Adviser Exam.
• Certified Financial Planner (CFP) designation or Master of Applied Finance is highly regarded.
• Strong empathy, active listening, and outstanding presentation capabilities.

Core Competencies & Key Technical Proficiencies

The successful applicant will possess demonstrated capabilities across the following domain skill sets:

Salary, Compensation & Employee Benefits

At AMP Australia, we understand that our people drive our achievements. An outstanding remuneration and wellbeing package is provided in line with Australian benchmarks:

• Competitive Remuneration: AU$130,000 – AU$160,000 per year + standard Australian Superannuation (11.5%).
• Base salary ($130,000 – $160,000) + transparent advisory incentive rewards.
• Iconic Circular Quay waterfront office location with modern collaborative design.
• Extensive corporate wellness benefits, flexible working, and subsidized financial products.
• Leave Entitlements: 4 weeks annual leave (with 17.5% annual leave loading where applicable) plus 10 days paid personal/carer’s leave.
• Flexible Work: Progressive work-life balance options with supportive corporate culture and leadership development pathways.

About the Employer: AMP Australia

AMP is one of Australia’s most storied wealth management institutions, helping generations of Australians plan for retirement and manage superannuation.

AMP Australia is deeply committed to building diverse, equitable, and culturally inclusive work environments. We proudly celebrate diversity and welcome applications from all qualified individuals including First Nations Australians, people with disabilities, and candidates from culturally and linguistically diverse backgrounds.

Application Process & Next Steps

Applications for this position are currently open and being reviewed on a rolling basis. Suitable candidates are encouraged to apply as early as possible before the published closing date.

Please prepare an updated Curriculum Vitae (CV) and a tailored Cover Letter highlighting your relevant experience against the key selection criteria outlined above.

To proceed with your application, click the Apply on Employer Site button to access the official AMP Australia careers gateway.