AddressCould you be super helpful?
As one of Australia’s largest profit-for-members superannuation funds, we always remember whose money it is and whose future we’re looking after. Our 1.1m+ members. These are the people who inspire what we do and how we do it, every day.
And we walk our talk, inside as well as out. That care and inclusion, and a focus on better futures, also extends to the people who work at Aware Super. We are proud of our well-resourced and successful development and wellbeing programs, available to all our staff.
But don't take our word for it, the 2023 AFR BOSS Best Places to Work, 2023 Money Magazine’s Best and Canstar’s Best Value Super Fund in Australia awards back these claims. And while it’s nice to be recognised, we don't do it for the accolades. We work to help everyone get more from their super, so they can get more for their future.
Sound good? Learn more about us and what we do at https://awaresuper.com.au
Your New Role
In this role you will manage the Advice and Licensee Policy, Advice Documentation and Advice Offer. The key focus will be to lead a program of work improving the outcomes for our clients from advice by mitigating risk and increasing planner effectiveness. This role reports to the Head Of Enablement – Guidance and Advice and must work across Guidance and Advice, Member Engagement and the wider business. Through the simplification and redesign of policies and documentation this role aims to bring financial planning concepts and strategies to life through the development of advice offers to meet the needs of different client cohorts. In addition you will:
Lift the understanding of the Licensee’s Advice Policy by simplifying and redesigning ASFSAL policies and Processes;
Lead engagement with relevant teams to ensure that Advice Standards are supported by appropriate tools, systems and Processes;
Maintain and continuously improve the Advice planning Standard Operating Procedures (SOPs) for guidance, aged care advice, comprehensive advice and client services; and
Own continuous improvement initiatives for Advice Standards and Processes.
How do you exceed our expectations?
You will bring extensive experience from the financial planning industry and have a deep understanding of financial planning strategies and operations. You will have demonstrated experience in financial planning policy and advice documentation and be highly competent with multiple financial planning software applications (e.g. COIN, XPLAN, Midwinter). In addition you will have:
Tertiary qualifications in Finance, Law, Business or Commerce or other related field;
Ability to manage and prioritise deadlines and the BAU deliverables of the group in accordance with First State Super’s expectations, time and quality;
Proven ability to establish working relationships with colleagues in a collaborative/consultative manner;
Excellent verbal and written communication skills; and
Proven ability to maintain positive relationships with stakeholders through the appropriate management of expectations and agreed objectives.
Employee Experience
We understand that not everyone works in the same ways. We offer flexibility so that you can perform your role at your best.
We love working at Aware Super because our hard work is rewarded by:
A culture of career growth and development, backed by a commitment to internal career mobility
Abundant well-being offerings like a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones
Career defining opportunities such as: high-impact projects to scale our business and industry leading products and services development
The Aware Super difference
At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.
Applicants must have the right to work in Australia and will be subject to police and bankruptcy checks.
