Advice Support Officer

About Us…

Brighter Super is a Queensland-based member-owned superannuation fund that has provided trusted and reliable investment, advice and insurance for more than 56 years. More than 250,000 Australians trust Brighter Super with their money. 

We do not have any shareholders, which means we are a profit for members fund. Our members come first in everything we do, and being an open fund allows us to welcome members from government and private sectors, and the wider community.

We’re proud of the industry recognition we receive for our commitment to delivering reliable and solid investment returns, competitive insurance and a trusted range of products and services to all our members, while they work and in the years beyond. 

About the Role…

Are you passionate about providing great outcomes for your customers? This may be the role for you! Our boutique superannuation fund is going through some pretty exciting times, and we're looking for an Advice Support Officer to join our adaptive, supporting team who partner with, and enable our Financial Advisers.

How you’ll make a difference…

As Advice Support Officer, you'll provide outstanding administrative support services to our financial advice team. Your day-to-day will include:

• Assisting and supporting our Financial Advisers in all daily administration duties of the full end-to-end financial planning process, including diary management, processing client correspondence and all around office support as required
• Co-ordinating client meetings
• Liaise with clients, fund managers, superannuation funds and product providers in order to assist with understanding of client situation, requirements or production of financial advice
• Ensuring that maintenance of client database and client records is consistently up-to-date and accurate
• Checking and editing changes to Statements of Advice and Records of Advice to ensure they meet the agreed client strategy, in accordance with instructions or business requirements
• Assisting in preparing and finalising client documentation such as Statements of Advice, Records of Advice, Review reports, application forms, service agreements and other client correspondence
• Managing the implementation process; including lodgement, follow-up of application forms  and completion confirmation, and various other advice process documentation.
• Supporting management, Financial Advisers and clients with ad-hoc client requests as required. 
• Completing activities in line with documented business processes and procedures, ensuring that workflows are followed and up-to-date.  
• Assisting with reporting requirements as necessary. 
• Providing input into continuous improvement processes in the Advice Support area.  

What you’ll bring…

With the initiative, drive and motivation to provide an exceptional level of customer service and administrative support, you'll have experience complying with AFSL systems, processes, policies and guidelines. You'll demonstrate:

• Demonstrated working knowledge of the financial advice process and procedures. 
• Experience in XPLAN software (or similar)
• Strong verbal and written communication skills
• Excellent computer skills and good working knowledge of financial planning software and the Microsoft Office suite of products
• Proven attention to detail and ability to follow instructions and take direction
• Ability to work autonomously and in a fast-paced team environment
• Excellent analytical, organisational, time managing and prioritising skills.
• RG146 certification is highly desirable, but not essential. 

With high level business acumen and understanding that the success of our business is linked to the outcomes for our members, our Financial Advisers are genuinely focused on the best outcomes for our members. You'll play a crucial role in supporting the team to deliver better financial outcomes for our members.

What we’ll offer you in return…

• A highly energised, growing team who are on an exciting new journey,
• An environment where your ideas, suggestions and work, are valued and can make a huge difference,
• A commercial organisation with a purpose – to enhance the retirement outcomes for our members (profit for members),
• The opportunity to learn and grow – we love “Bright” people at Brighter Super,
• A member-centric role, reporting to the Advice Operations Manager.

Sounds like you? We’d love to hear from you!

We will be moving fast… Shortlisting will commence as soon as we have our first resume with interviews following quickly.  We are able to offer an immediate start, so if you want to join a team where the opportunities are endless, apply now!

At Brighter Super we are committed to offering an inclusive workplace and a safe place where we value diversity of everyone in our business.  We encourage Aboriginal and Torres Strait Islander people as well as people of all identities, genders, and backgrounds to apply.  We emphasise that all cultures and backgrounds are respected and that a variety of perspectives are welcomed and valued.  

If you require any adjustments throughout the application process, please let us know, and we will support you in every way possible.