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Form of workWhy Link Group
Link Group is a global business connecting millions of people with their assets - safely, securely, and responsibly. We have over 6000 employees across 4 continents and continue to grow every day.
Retirement and Superannuation Solutions is the largest business under Link Group 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.
The Role
The applicant for this role will be someone that can provide effective leadership, write simple and comprehensive plans and provide development opportunities to the paraplanning team. The role will be responsible for team performance in accordance with agreed SLAs and ensure that work produced by the team meets defined quality standards.
As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model.
In partnership with some of Australia's largest Superannuation Funds, and with a focus on providing quality intra-fund advice, this role will have the opportunity to help educate Australians on how to make the most of their superannuation savings.
This is an ideal position for:
- Someone looking to move into management and share their experience with a diverse and enthusiastic team where member centric advice delivery is key to their daily routine enabling a better workplace and life balance.
- A person happy with a 70-80% on tools (Xplan) role
- Opportunity to work closely with an experienced group of financial advisers and paraplanners
Key Accountabilities and main responsibilities
- Writing and checking of intrafund and comprehensive Statements of Advice
- Responsible for maintaining a high performing team to ensure service levels are met and to prioritise and adapt work to align with organisational goals.
- Maintain effective communication to ensure that team members are kept up to date with any changes to procedures, legislation, or corporate issues.
- Manage team members and workflows to ensure that quality and service standards are met or exceeded
- Provide side-by-side coaching, ongoing support, development, training and mentoring to team members.
- Ensure that all paraplanners understand client specific plan provisions and current legislation
- Ensure all tasks within the team are performed in accordance with defined quality standards and the requirements of the Australian Financial Services Licence
Experience & Personal Attributes
- People leadership experience desirable but not required
- Passion for customer focus and best practice in all activities
- Attention to detail and analytical skills
- Strong technical knowledge across key disciplines of financial advice
- Experience working with Xplan including XTOOLS+ and WealthSolver
- RG146 compliance with evidence of completed CPD is desirable but not required
- Experience with defined benefit funds desired, however, not essential
Some of our Employment Benefits
- FlexiWorks - 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 - to recognise people who are demonstrating our values and Company purpose.
- Talent Referral Program
- Salary Sacrificing via Superannuation
- Employee Assistance Program
- Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
- Employee discounts - Access discounted rates and offers from a variety of providers including Bupa and Microsoft!
- Novated Car Leasing
Culture @ Link Group
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.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
How to Apply
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 Link Group. Successful applicants will be required to complete background screening prior to commencement of employment.
About Us
Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.
About the Team
Our Retirement & Superannuation Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.
By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.
Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
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 the Link Group journey and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
Candidates must have the relevant work rights to be considered for an opportunity at Link Group. Successful applicants will be required to complete background screening prior to commencement of employment.
