Advice Support Officer

Join to apply for the Advice Support Officer role at Hostplus.

Are you passionate about making a positive impact on our members' dignified retirement? Your role as Advice Support Officer will be the vital bridge connecting Hostplus members to life-changing financial guidance. You'll help ordinary Australians navigate their financial futures, ensuring they receive the right advice at the right time.

The opportunity

You'll become the trusted first point of contact for members seeking financial advice, triaging their needs and setting them up for success. Your day will involve qualifying member requirements, determining the most suitable advice pathway, and coordinating the entire advice journey from initial inquiry through to implementation.

Key Responsibilities

• Receiving and triaging member advice requests through our Service Excellence Centre
• Determining appropriate advice types and service packages tailored to individual member needs
• Scheduling appointments and preparing comprehensive client files using our XPLAN system
• Coordinating implementation of agreed advice strategies, including applications and follow-up
• Supporting our financial planning team with CRM administration and training
• Contributing to member seminars and workplace presentations

You'll work closely with both members and financial planners, ensuring seamless communication and exceptional service delivery throughout the advice process.

About You

You're an organised professional with experience in administrative or associate roles, ideally within financial services. You understand the personal financial planning process and can communicate complex information clearly to diverse audiences.

We're Looking For Someone Who Brings

• Previous administrative experience in a corporate environment (financial planning experience highly valued)
• Strong verbal and written communication skills with attention to detail
• Ability to prioritise tasks, work autonomously, and meet deadlines consistently
• Experience with financial planning software (XPLAN knowledge particularly beneficial)
• A collaborative mindset and commitment to excellent customer service

Essential Qualifications

• Completed or currently studying towards a Graduate Diploma of Financial Planning
• Kaplan Generic Knowledge + Tier 1 Superannuation — General Advice (or similar from another provider)
• Diploma of Financial Planning or Superannuation (CPD Maintained)

What can we offer you?

Benefits

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
• Total Wellness Program, including benefits such as free flu shots, comprehensive EAP support, access to medical experts and wellness related events throughout the year
• 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

About Us

At Hostplus, we passionately provide around 1.8 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.

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.

If you require any adjustments made during the recruitment process, we encourage you to reach out to us at talent@hostplus.com.au and 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.

All appointments are subject to a satisfactory National Police, Bankruptcy and Insolvency Check.