Team Leader, Financial Advice

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.

MUFG Pension & Market Services is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6,500 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.

We’re looking for a dynamic Team Leader to manage our NSW Advice Team within our Retire
360 business and drive operational excellence. In this role, you’ll optimise team productivity, ensure compliance, and foster strong internal partnerships while supporting strategic initiatives and adviser development.

• Lead and manage a team of financial advisers to achieve business goals and performance outcomes.
• Ensure delivery of quality, compliant advice to members of partner superannuation funds.
• Oversee team SLA performance for workflow and Statement of Advice (SOA) delivery.
• Build and maintain strong internal referral partnerships and provide regular reporting.
• Support adviser development through coaching, onboarding, and personal development plans.
• Assist with process improvement initiatives, software rollouts, and strategic projects.
• Participate in compliance audits and manage escalations or complaints effectively.
• Contribute to cultural change and continuous improvement across the Advice function.

• Strong leadership and influencing skills with a human‑centred approach.
• Excellent time management, decision‑making, and organisational skills.
• High emotional intelligence and adaptability to change.
• Advanced Diploma of Financial Services (Financial Planning/RG146 compliant) and working toward FASEA requirements or Graduate Diploma in Financial Planning.
• Proficient technical knowledge of superannuation and experience with Xplan and Aaspire systems.
• Registered on the ASIC Financial Adviser Register.
• Tertiary qualifications in financial planning, economics, business/finance, or accounting are highly regarded.

• Flexi Works – 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
• Talent Referral Program
• Salary Sacrificing via Superannuation
• Employee Assistance Program
• Learning & Development opportunities
• Employee discounts – 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.

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.