Adviser & Licensee Operations Consultant

7 days ago

Melbourne, Australia UniSuper Full time

**_Bring your operations & relationship management expertise to shape a new team _**:

- **_Career-accelerating opportunity with one of Australia's leading superannuation funds _**:

- **_Must be available to start in March 2025 _**

**About Us**
We're passionate about delivering great retirement outcomes for our members. UniSuper, is a purpose-driven organisation committed to supporting financial advisers who help Australians secure their financial futures. Our track record of success stems from our dedication to innovation, collaboration, and putting our members first.

The Adviser & Licensee Services team is at the heart of our mission to strengthen partnerships with financial advisers. We're entering an exciting phase of transformation, where your expertise in operations and stakeholder management will be critical in building a world-class support ecosystem for advisers and ultimately, our members.

**The Role**
As an Adviser and Licensee Operations Consultant, you'll play a crucial role in UniSuper's strategic initiative to strengthen partnerships with financial advisers and enhance support for members seeking professional financial guidance.

You will manage the entire process of onboarding and offboarding licensees, advisers, and their staff, as well as handle key adviser transactions to ensure a seamless and compliant experience that meets both regulatory standards and member needs.

This newly established function offers a unique opportunity to develop innovative processes and manage complex transactions. You will adopt an independent yet collaborative approach, effectively managing your workload while being ready to support your team when needed.

Key responsibilities include:

- Onboarding and offboarding licensees and financial advisers with meticulous attention to detail
- Conducting comprehensive checks and managing case-based interactions with advisers
- Overseeing critical transactions like advice fee deductions and member-adviser linkages
- Utilising Salesforce and other systems to manage workflow and track interactions
- Supporting advisers through our dedicated digital portal and technical support channels
- Collaborating across internal teams to continuously improve our adviser service model

**About You**
We're seeking a highly skilled and adaptable professional with a passion for delivering exceptional service in a dynamic financial services environment.

Key requirements include:

- Proven experience in financial services, ideally with demonstrated success working directly with financial advisers
- Exceptional organisational skills with meticulous attention to detail
- Strong risk management and compliance awareness
- A genuine commitment to continuous improvement and creating outstanding customer experiences
- Proficiency in Salesforce and working with digital workflow management systems would be advantageous

**The US Way**
UniSuper believes that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office. UniSuper is proud of our culture and benefits, which empower our people to achieve their full potential, thrive, and grow their career with us. These include:

- 3 days over Christmas and 3 days 'Community, Culture & Wellbeing' leave
- Access to amazing lunch & learn sessions with both internal and external experts
- $1,500 personal development budget

**Think Great. Create Great.

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