
Adviser Services Manager
3 days ago
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._
-
Financial Adviser
1 week ago
South Melbourne, Victoria, Australia Informed Financial Services Pty Ltd Full time $120,000 - $180,000 per yearAre you an experienced Financial Adviser looking for your next opportunity?Join Informed Wealth Advisory, the newly established wealth management arm under the Informed Financial Services banner. We're a young, fast-growing finance practice backed by a strong team of mortgage brokers, referral partners, and directors with deep industry expertise.We are...
-
Financial Adviser
5 days ago
Melbourne, Victoria, Australia MUFG Pension & Market Services Full time $90,000 - $120,000 per yearA global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services,...
-
Financial Adviser
4 weeks ago
Melbourne, Victoria, Australia MUFG Pension & Market Services Full timeJoin to apply for the Financial Adviser role at MUFG Pension & Market Services5 days ago Be among the first 25 applicantsJoin to apply for the Financial Adviser role at MUFG Pension & Market ServicesGet AI-powered advice on this job and more exclusive features.A global, digitally enabled business that empowers a brighter future by connecting millions of...
-
Service adviser
3 days ago
Melbourne, Victoria, Australia Total Auto Centre Full time $40,000 - $60,000 per yearThe Company:Our service centre is located in the heart of Bayside suburb of Brighton. We operate a busy & vibrant automotive service centre. The team here are very well organised and have some of the best talent in the business. A clean safe work environment is provided, and we are always looking to help & develop staff and our team.The Role:We are seeking...
-
Associate Financial Adviser
3 days ago
Melbourne, Victoria, Australia Perpetual Services Pty Limited Full time $90,000 - $120,000 per yearMore Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where we work best - whether in the office or from home.Take your career in financial advice to the next step and join a supportive teamPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands...
-
Associate Adviser
2 weeks ago
Melbourne, Victoria, Australia First Financial Full time $60,000 - $120,000 per yearAbout the roleWorking as part of an Advice team, the Associate Adviser supports their Advisers by engaging with new and ongoing clients, as well as our Client Services and Paraplanning Teams to deliver an outstanding experience and exceptional advice. As an Associate Adviser you are a main contact point for clients and are a support in the establishment and...
-
Relationship Manager
1 week ago
Melbourne, Australia Australian Retirement Trust Full time**Take hold of a permanent monster opportunity and join our Practice Management and Adviser Growth team as a Relationship Manager - Adviser Growth. If you’re a good fit for this role and live in Melbourne, we’d love you to apply.** **Why join us?** - You'll get 14% super as standard, to help your future come alive. - Unleash your potential and build a...
-
Adviser
1 day ago
Melbourne City Centre, Australia Department of Health Full time***: As the Adviser, you will have excellent engagement and communication skills, project management skills and ability in managing relationships with internal and external stakeholders. The Adviser will be experienced in supporting engagement activity, and coordinating and managing information in customer relationship management systems to enable effective...
-
Adviser Services Consultant
1 day ago
Melbourne, Australia Accountancy Options Full timeLeading organisation with stand out culture and benefits - Financial Services background mandatory | RG146 required | SalesForce beneficial - Hybrid role | Annual pay reviews and bonus earning potential Our client is a leading financial services firm offering a permanent role to an experienced call centre representative. They offer a stand out environment,...
-
Program Adviser
4 weeks ago
Melbourne, Victoria, Australia Victorian Department of Families, Fairness & Housing Full timeOverview THE ROLE Program Advisers undertake a dedicated information exchange function to support timely information sharing activity between states and territories in accordance with the Interstate Child Protection Protocol (October 2021) and the Interstate Child Protection Warrants Protocol, the Children, Youth and Families Act, 2005, the Child...