Financial Planning Manager

6 days ago


Melbourne, Victoria, Australia Hostplus Full time
About the Role

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:
  1. Team Leadership: Inspire and guide your team of financial planners to deliver exceptional personal advice and services to Hostplus members and non-members.
  2. Operational Management: Oversee the operational, reporting, and administrative functions of the financial planning team, ensuring maximum efficiency and an outstanding member experience.
  3. 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.
  4. Reporting and Analysis: Provide insightful and timely reporting on financial planning activities, including advice quality, compliance, productivity, and member satisfaction.
  5. Advice Resolution: Investigate and resolve advice complaints with professionalism and adherence to Hostplus' policies and protocols.
  6. Event Hosting: Host and present at Hostplus advice-related events such as webinars, seminars, and symposiums, showcasing your expertise and representing Hostplus with pride.
About You
  1. Proven Leadership: Demonstrated success in managing and leading a financial planning team to achieve key performance areas.
  2. Educational Excellence: Meet FASEA education requirements, including passing the FASEA exam.
  3. 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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