Financial Planning Manager
6 days ago
Hostplus is seeking a highly experienced Financial Planning Manager to join our team and make a significant impact on our members' financial futures.
Main Responsibilities:- Team Leadership: Inspire and guide your team of financial planners to deliver exceptional personal advice and services to Hostplus members and non-members.
- Operational Management: Oversee the operational, reporting, and administrative functions of the financial planning team, ensuring maximum efficiency and an outstanding member experience.
- Compliance and Risk: Maintain a robust understanding of operational compliance and conduct regular quality monitoring of advice meetings and files to uphold our high standards.
- Reporting and Analysis: Provide insightful and timely reporting on financial planning activities, including advice quality, compliance, productivity, and member satisfaction.
- Advice Resolution: Investigate and resolve advice complaints with professionalism and adherence to Hostplus' policies and protocols.
- Event Hosting: Host and present at Hostplus advice-related events such as webinars, seminars, and symposiums, showcasing your expertise and representing Hostplus with pride.
- Proven Leadership: Demonstrated success in managing and leading a financial planning team to achieve key performance areas.
- Educational Excellence: Meet FASEA education requirements, including passing the FASEA exam.
- Professional Registration: Registered as an existing adviser on the ASIC Financial Advice Register between 1 January 2016 and 31 December 2018, and a registered tax (financial) adviser with the Tax Practitioners Board or relevant tax and commercial law units completed.
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Financial Planning Manager
1 day ago
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Financial Planning Manager
6 days ago
Melbourne, Victoria, Australia Hostplus Full timeHow will you make an impact? Are you a dynamic leader with a passion for financial planning? We are seeking a dedicated and experienced Financial Planning Manager to join our team and make a significant impact on our members' financial futures.The opportunityAs the Financial Planning Manager, you will be at the forefront of transforming our financial...
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Financial Planning Manager
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