Financial Planning Manager
7 days ago
How will you make an impact?
Are you a dynamic leader with a passion for financial planning? We are seeking a dedicated and experienced Financial Planning Manager to join our team and make a significant impact on our members' financial futures.
The opportunity
As the Financial Planning Manager, you will be at the forefront of transforming our financial planning services. Reporting directly to the Head of Advice, you will ensure the efficient, effective, and compliant delivery of Hostplus' financial planning services nationwide. You will lead, manage, coach, and mentor a team of talented financial planners, driving them to achieve excellence in advice standards, productivity, and cost recovery. Your leadership will ensure that our members receive the highest quality advice and service, tailored to their unique financial needs and goals.
In this role, you will also be a key player in developing and managing strategic relationships with internal and external stakeholders, including AFSL service providers, audit and compliance partners, and other business partners. Your ability to build and nurture these relationships will be crucial in enhancing our service delivery and achieving our business objectives.
Key Responsibilities:
- Inspire and guide your team of financial planners to deliver exceptional personal advice and services to Hostplus members and non-members.
- Oversee the operational, reporting, and administrative functions of the financial planning team, ensuring maximum efficiency and an outstanding member experience.
- Maintain a robust understanding of operational compliance and conduct regular quality monitoring of advice meetings and files to uphold our high standards.
- Provide insightful and timely reporting on financial planning activities, including advice quality, compliance, productivity, and member satisfaction.
- Investigate and resolve advice complaints with professionalism and adherence to Hostplus' policies and protocols.
- Host and present at Hostplus advice-related events such as webinars, seminars, and symposiums, showcasing your expertise and representing Hostplus with pride.
About you
- Proven Leadership: Demonstrated success in managing and leading a financial planning team to achieve key performance areas.
- Educational Excellence: Meet FASEA education requirements, including passing the FASEA exam.
- Professional Registration: Registered as an existing adviser on the ASIC Financial Advice Register between 1 January 2016 and 31 December 2018, and a registered tax (financial) adviser with the Tax Practitioners Board or relevant tax and commercial law units completed.
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 around 2 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 dedicated to creating an inclusive workplace where everyone feels valued and appreciated for being their authentic selves. We celebrate diversity and believe that different backgrounds and experiences enrich our relationships and bring meaningful benefits to our people, our members, and the communities we serve.
We welcome applications from everyone and if you require any adjustments made during the recruitment process, we encourage you to reach out to us at talent@hostplus.com.au and to let us know how we can support.
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.
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