Superannuation Advisor

4 weeks ago


Melbourne, Victoria, Australia Hostplus Full time
About the Role

We are seeking a highly skilled and motivated Superannuation Advisor to join our Financial Planning team at Hostplus. As a key member of our team, you will play a critical role in providing limited scope intrafund personal advice to our members, helping them achieve greater financial wellness and security in their retirement.

Key Responsibilities:

  • Provide accurate and timely limited scope intrafund personal advice to members, in accordance with relevant AFSL policies and regulatory requirements.
  • Participate in the provision of limited scope intrafund advice at employers within our network.
  • Generate referrals and appointments for Hostplus' scaled advisers and financial planners.
  • Contribute to marketing campaigns, promotions, and strategic activities involving the financial planning department.

About You:

  • To be successful in this role, you must have a Graduate Diploma of Financial Planning or equivalent, and have passed the FASEA exam. You will also have demonstrated experience in financial planning, paraplanning, or a similar client servicing position.
  • You will have a sound working knowledge of superannuation, investment, and insurance products, as well as experience in using financial planning software and CRM systems.
  • You will be committed to delivering quality advice and service, and be an active member of a productive team.

What We Offer:

  • A hybrid and flexible work environment.
  • 15% superannuation.
  • Additional paid leave over Christmas and New Year.
  • Additional 5 days paid 'flex leave'.
  • 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.

About Us:

At Hostplus, we are passionate about providing our members with the best possible service, and helping them achieve greater security for their future. We are inspired to help our members retire with dignity and security.

We are committed to diversity and inclusion, and welcome applications from people of all backgrounds, ages, religions, and cultures. If you are interested in this opportunity, please follow the prompts to make an application.


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