Address
Form of workAre you passionate about making a positive impact to our members dignified retirement?
Support our Advice Support Manager in leading the Advice Support team with a focus on timeliness, quality assurance, efficiency and achieving high standards of service.
The opportunity
We are seeking a Senior Advice Support Officer to join our team for a 12month Maternity leave cover. This role is responsible for providing administration support to the Advice team, including handling initial member enquires, qualifying/triaging member's advice needs, appointment setting, facilitating and overseeing requisite pre and post advice appointment actions and requirements, including the preparation and implementation of advice documents and completing other administrative activities to facilitate the efficient delivery of financial advice.
The SASO is also responsible for providing assistance to the Advice Support Manager in leading the Advice Support team where required, including but not limited to, the day-to-day management of the advice administration tasks with a focus on timeliness, quality assurance, efficiency and achieving high standards of service.
Some of your key responsibilities will be to:
- Assist the Advice Support Manager to lead the Advice Support team where required, including but not limited to:
- working in an efficient and collaborative manner with the Financial Planning and Advice teams to ensure the efficient delivery of financial advice services to members and the timely, accurate and compliant implementation and application of all client advice
- Identify and introduce improvements to the client and administration processes
- Ensure the allocation of work across the Advice Support team is fair and balanced.
- Be responsible for ad hoc projects to enhance business processes, client acquisition and service delivery
- Keep abreast of any compliance and regulatory changes that impact our advice services' administration, compliance, management and business processes
- As principal first point of contact for members seeking personal advice, assess and triage members' requirements within agreed standards and processes, compliance and quality standards
- Assist members in the pre-advice process, including collating required information from the member
- Determine type of advice (e.g. general, limited personal or comprehensive), scope and service package relevant for member needs
- Schedule appointments for members to meet with either a Superannuation Adviser or Financial Planner
- Brief members on advice process, fees and related information
- Assist Superannuation Advisers and Financial Planners in their providing timely, high-quality, compliant advice to members
- Post appointment, assist in the follow-up of any required material needed for the completion of Statements of Advice
About you:
- Previous experience in an administrative/associate role within a corporate environment (financial planning practice) and authorised to provide general advice is preferred, but not essential
- A demonstrated practical understanding of the personal financial planning advice process
- Strong interpersonal and oral and written communication skills
- Well-organised and demonstrated ability to prioritise tasks and work autonomously
- Strong attention to detail and accuracy and ability to work to and achieve deadlines
- Ability to liaise with all levels of the business including external stakeholders
- Ability to work in a small team environment and willingness to assist others in the delivery of high quality customer service
- Prior experience and knowledge of financial planning software (XPLAN well regarded), or ability to quickly acquire this
- Experience and knowledge of corporate financial services, preferably in superannuation and/or financial planning or a comparable environment
- Advanced with MS Word, Outlook & PowerPoint and Excel
Essential: You have a Diploma of Financial Services (FP) or a tertiary qualification in a relevant field
What can we offer you?
Our employees are passionate about what we do and are proud to be part of an organisation which helps everyday Australians achieve a brighter future. We value diversity of thought and have an open and flexible workplace. Some industry leading benefits we offer include:
- Hybrid and flexible work environment
- 15% superannuation
- Additional paid leave over Christmas and New Year
- Additional 5 days paid "flex leave", so that you can take time out when you need it
- 18 weeks paid parental leave
- 3 days community service leave
- 4 weeks paid gender affirmation leave
- Access to long service leave at 5 years
- Access to subsidised financial advice
- Dedicated per person development budget to support your growth
Just to name a few!
About us
At Hostplus, we passionately provide our over 1.7 million members with the best possible service; constantly looking for new ways to deliver better value while helping members get the most out of their super. We are inspired to help our members achieve greater security for their future and ensure they retire with dignity.
Your role at Hostplus will make a difference, whether you're in marketing, financial advice, operations or any of our other divisions - you'll be contributing to ensuring our members retire with the best possible outcomes, and what better feeling is there than knowing your role helps someone to retire with dignity and security?
Our commitment to diversity and inclusion
We are passionate about creating an inclusive workplace that promotes and values diversity. We believe diversity of thought, background and experience strengthens relationships and delivers meaningful benefits to our people, our members, and the communities we operate in.
We welcome and encourage applications from people of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, those with a disability, neurodiverse individuals, women, and people with a cultural or linguistically diverse background. If a reasonable adjustment is required to assist you during the recruitment process, please reach out to us via email at ******@hostplus.com.au
How do I apply?
If you are interested in this opportunity, please follow the prompts to make an application.
We have an important duty to our members, all appointments are made subject to a satisfactory National Police, Bankruptcy and Insolvency Check.
Related documents
- Hostplus Values
- Hostplus Employee Benefits
- Senior Advice Support Officer PD (2) (1) (6)
- Published on 14 Feb 2024, 4:48 AM
