Superannuation Advisor

3 months ago

Melbourne, Australia Hostplus Full time

Superannuation Advisor

**How will you make an impact?**

Are you passionate about making a positive impact to our members dignified retirement?

You will support members with gaining greater financial wellness through the provision of limited scope personal advice.

**The opportunity**

Joining our superannuation advice team, you will be the first point of contact for members seeking more detailed financial advice, you'll provide video conference, phone and face to face, limited scope / Intrafund advice to our members as well as referring appointments to Hostplus' in house Financial Planners and Scaled Advisers where advice needs are more complex.

**Some of your key responsibilities will be**:

- Provide members, as appropriate, with accurate and timely, limited scope intra-fund personal advice in accordance with relevant AFSL policies and related regulatory requirements.
- Participate as required in the provision of limited scope intra-fund advice at Employers within our employer network.
- Generate referrals and appointments for Hostplus' scaled advisers and financial planners.
- Participate as required in marketing campaigns, promotions and other strategic activities involving the financial planning department.

**About you**:

- To be successful in this position you must be RG146 & must have passed the FASEA exam and have a Graduate Diploma of Financial Planning or attained the minimum education and training standards, met the requirements or are scheduled to finish prior to 1 January 2026
- You'll have demonstrated experience in financial planning, paraplanning or a similar client servicing position and a sound working knowledge of superannuation, investment and insurance products and knowledge of these products use in the execution of financial advice strategies.
- Practical knowledge of, and experience in using, financial planning software and CRM systems (XPlan or similar) and the maintenance of detailed client and practitioner notes and records using such systems.
- Sound knowledge of relevant superannuation and taxation legislation, including SIS, SG, FOFA and MySuper regulations.
- A high commitment to delivering quality advice and service whilst being an active member of a productive team, including the ability to work effectively with a diverse range of people
- Well-developed written & verbal communication and interpersonal skills.
- High level of self-management in order to manage a busy work schedule, work autonomously and a willingness to embrace ambiguity and change.

**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 our over 1.7 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 passionate about creating an inclusive workplace that promotes and values diversity. We believe diversity of thought, background and experience strengthens relationships and delivers meaningful benefits to our people, our members, and the communities we operate in.

**How do I apply?**

**Related documents**
- Hostplus Values
- Hostplus Employee Benefits
- Superannuation Adviser PD 2024
- Published on 10 Sep 2024, 6:11 AM

Job ID E34BJ

  • Superannuation Advisor

    3 months ago

    Melbourne, Australia Hostplus Full time

    Apply **Job no**: E34BJ **Category**: Advice **How will you make an impact?** Are you passionate about making a positive impact to our members dignified retirement? You will support members with gaining greater financial wellness through the provision of limited scope personal advice. **The opportunity** Joining our superannuation advice team, you...

  • People Connect Advisor

    6 months ago

    Melbourne, Australia Australian Bureau of Meteorology Full time

    APS Level 5, Ongoing and non-ongoing specified task for 12 months - $76,783 - $83,683 plus an additional 15.4% superannuation - Melbourne - Other Bureau State & Territory capital city officers will be considered. As part of the Organisational Development (OD) Program, the People Connect Advisor is a member of the People Connect team responsible for Human...

  • People Connect Advisor

    6 months ago

    Melbourne, Australia Australian Bureau of Meteorology Full time

    APS Level 5, Ongoing and non-ongoing specified task for 12 months - $76,783 - $83,683 plus an additional 15.4% superannuation - Melbourne - Other Bureau State & Territory capital city officers will be considered. As part of the Organisational Development (OD) Program, the People Connect Advisor is a member of the People Connect team responsible for Human...

  • Corporate Affairs Advisor

    6 months ago

    Melbourne, Australia HESTA Full time

    Corporate Affairs Advisor **Be inspired everyday - let your work make a difference** At HESTA we're a leading national superannuation fund dedicated to people working in health and community services - a growing sector of ordinary people doing extraordinary things, day in day out, right across Australia. More than 1 million Australians trust HESTA with...

  • Financial Futures Advisor

    4 weeks ago

    Melbourne, Victoria, Australia Sustain Recruit Full time

    We are seeking a dynamic and experienced professional to join our team as a Financial Futures Advisor. This is an opportunity to be at the forefront of member support, empowering individuals to navigate the complexities of superannuation and take charge of their retirement savings. About the Role This role plays a vital part in providing personalized support...

  • Advisor, University Appeals

    3 months ago

    Melbourne, Australia RMIT University Full time

    Overview: - Full-time, Fixed Term position until January 2025 - Salary HEW 6 + 17% Superannuation and Flexible Working Arrangements - Based at the Melbourne CBD campus, and hybrid ways of working About You The key responsibilities of the Advisor are to support the Senior Advisor, University Appeals, in the coordination of the end-to-end administration of...

  • Learning and Development Advisor

    7 months ago

    Melbourne, Australia Labour Hire Authority Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Labour Hire Authority **Salary**: $106,534 - $128,897 Occupation: Human Resources Reference: VG/LHA/LHA/1778031 The role of the Learning and Development Advisor is to coordinate the development and delivery of the LHA Capability Development Plan and to work as a member of the People and...

  • Service Connect Advisor

    4 months ago

    Melbourne, Australia RMIT University Full time

    Overview: - Full Time, Continuing Position- - HEW 6.1 ($89,386) + 17% Superannuation and Flexible/Hybrid Working Arrangements- - Based at the City campus, but may be required to work and/or be based at other campuses of the University.About the Position The Service Connect Advisor will be responsible for providing advice for their skilled resolver...

  • Senior Retirement Planning Advisor

    4 weeks ago

    Melbourne, Victoria, Australia Randstad Full time

    Award-Winning Financial Services provider seeks a highly skilled Senior Retirement Planning Advisor to join their team.Company OverviewRandstad is a leading industry fund with offices nationally, known for their excellent client care and tailored advice.Estimated Salary$100K + Super per annum.About the RoleThis is an exceptional opportunity to work as a...

  • Advisor, International

    3 weeks ago

    Melbourne, Australia RMIT University Full time

    Overview: - Full-time, Continuing position- Salary $99,618 - $107,831 + 17% Superannuation and Flexible Working Arrangements- Based at the Melbourne CBD campus, and hybrid ways of working About You The Advisor, International plays a pivotal role in supporting the realisation of RMIT University’s strategic aspiration to be a leading university of impact...

  • Media and Communications Advisor

    6 months ago

    Melbourne, Australia Hudson Australia Full time

    Emergency services seek experienced Media and Communications Advisors to manage and deliver content and strategic communications advice **Media and Communications Advisor opportunity** *** - Approx. $60-$65 per hour plus superannuation - Full-time, 3 month contracts. Immediate start - Melbourne CBD location **Your new role** Statutory Authority seeks an...

  • Media and Communications Advisor

    6 months ago

    Melbourne, Australia Hudson Australia Full time

    Emergency services seek an experienced Media and Communications Advisor to manage and deliver content and strategic communications advice **Media and Communications Advisor opportunity** *** - $99,163-$105,145 pa plus superannuation - Full-time, 12-month, fixed term contract. Immediate start - Melbourne CBD location **Your new role** Statutory Authority...

  • Regulations Advisor

    7 months ago

    Melbourne, Australia Victorian Building Authority Full time

    Location: Melbourne | CBD Job type: Ongoing - full time or part time Organisation: Victorian Building Authority **Salary**: $91,418 - $103,725 Occupation: Regulatory Governance and Compliance Reference: VG/6222 The Victorian Building Authority is seeking an advisor to join the team on a permanent basis. **Position overview** The Regulations Advisor...

  • Payroll Advisor

    4 months ago

    Melbourne, Australia Early Learning Association Australia Full time

    Payroll Advisor Posted by Early Learning Association Australia on 23 Aug 2024 **Organisation** Early Learning Association Australia **Closing date** 22.09.2024 **Primary role** Other **Position type** Part-time **Location** Melbourne **State** VIC **About the Centre/Service** Early Learning Association Australia (ELAA) is a not-for-profit...

  • Equitable Learning Advisor

    4 months ago

    Melbourne, Australia RMIT University Full time

    Overview: - 1x Full-time Continuing Position + 1x Part Time (0.8 FTE) Fixed Term Position Until 30/09/2025- - Salary HEW 6 + 17% Superannuation and Flexible Working Arrangements- - Based at the Melbourne CBD campus, but may be required to work and/or be based at other campuses of the University - About The Position The Equitable Learning Advisor offers...

  • Whseq Advisor

    7 months ago

    Melbourne, Australia Hunter Executive Search Consultants Full time

    National multi-franchise distributor of earthmoving and construction equipment - East Coast role based in Melbourne with local & interstate travel - Embrace a culture that prioritises health and safety **About our client** Hunter Executive Search Consultants is collaborating with a prominent national supplier of construction equipment catering to the...

  • Environment and Sustainability Advisor

    4 days ago

    Melbourne, Australia Downer Group Full time

    We have a fantastic opportunity for an Environment and Sustainability Advisor to join our team in Southbank, Melbourne. This role is a full-time position working on Transurban’s City Link and West Gate Tunnel Contracts. **_Please note we close for the Christmas break, from the 20 _**_th _**_December, re-opening the 8 _**_th _**_January. We will be...

  • Highly Motivated Motorcycle Service Advisor Wanted

    3 weeks ago

    Melbourne, Victoria, Australia Conquest Recruitment Group Full time

    Job DetailsAs a Service Advisor with Conquest Recruitment Group, you will play a vital role in further developing your career in the motorcycle industry. This highly successful motorcycle and accessories retailer offers an exciting opportunity to work with a passionate team and provide exceptional customer service.An estimated salary of $110,000 to $120,000...

  • Media and Communications Advisor

    2 months ago

    Melbourne, Australia Hudson Australia Full time

    Emergency services seek an experienced Media and Communications Advisor to manage and deliver content and strategic communications advice **Media and Communications Advisor opportunity** *** - $99,163-$105,145 pa plus superannuation - Full-time, permanent opportunity. Immediate start - Melbourne CBD location **Your new role** **Statutory Authority seeks...

  • Corporate Affairs Advisor

    6 months ago

    Melbourne, Australia HESTA Super Fund Full time

    **Be inspired everyday - let your work make a difference** At HESTA we’re a leading national superannuation fund dedicated to people working in health and community services - a growing sector of ordinary people doing extraordinary things, day in day out, right across Australia. More than 1 million Australians trust HESTA with their money. So together,...