Adviser Services Manager

2 weeks ago

Melbourne, Australia AustralianSuper Full time

At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That’s why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow, and deliver better outcomes for members.

**Your New Role**

Reporting to _Manager, Advice Services _this new, **12 month**role will see you support the fund’s distribution via the external adviser network, helping more members to receive advice from an adviser of their choice. You will provide business relationship and operational services to approved external financial advisers and Licensees registered with AustralianSuper (the Fund); and provide training and support to external advisers and their staff from time to time, either face to face or remotely.
- Key duties include but are not limited to: _

- Initiate contact with approved advisers to develop service relationships with key personnel within these practices.

- In conjunction with the distribution team, develop and implement servicing plans for approved advisers to promote and target the fund’s products and services to support new members under advice, and for existing members to obtain advice.

- Provide general and specific product and technical service information to approved advisers.

- Resolve high volumes of queries and issues from approved advisers and their staff in a manner that exceeds expectations.

- Maintain records on approved adviser contacts and activities using the team’s CRM.

- Where required, contribute to the creation of tailored education and training materials for approved advisers.

- Complete monthly reporting with commentary on business activity, adviser feedback, referrals, incidents and identification of trends.

- Execute the referral process - contribute to decisions around which Advisers are on the panel, referral allocation and, placement of advisers on the watch list etc.

**What You’ll Need**

- Significant experience in client service roles.

- Developing stakeholder relationship management experience within financial services sector.

- Excellent knowledge of the fund superannuation and pension products.

- Excellent technical knowledge of superannuation and pension administration and processes.

- Excellent knowledge of retirement investment products, insurance and legislation.

- Strong written and oral communication/ interpersonal skills with the ability to present ideas, perspectives, and issues.

- _Diploma of Financial Planning (DFP 1-4) (commitment to achieve in agreed timeframe) / undergraduate degree - desired.**Life at AustralianSuper**

AustralianSuper is committed to colleague development, and we support our people with ongoing learning, coaching and training, as well as career opportunities across our expanding global organisation. We offer generous leave entitlements and promote a blended working environment in which all roles can flex, and we’re happy to discuss what this looks like for you.

We cultivate a workplace that champions safety, respect, inclusiveness and diversity. We are committed to supporting our diverse workforce in a way that is inclusive and embraces diversity in all its forms. If you require any reasonable adjustments to the recruitment process or the role, please let our recruitment team know.

**What’s Next**

Australian or New Zealand citizenship or Australian permanent residency status is required.

**_Progress powered by purpose.
- **
- Agencies please note: this vacancy is being managed directly by AustralianSuper’s Talent Acquisition team. We will contact our preferred agency partners should we require additional support. Thank you._

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