Advice Transformation Specialist

**About MUFG Pension & Market Services
**MUFG Pension & Market Services is a global business connecting millions of people with their assets - safely, securely, and responsibly. We have over 6500 employees across 4 continents and continue to grow every day.

MUFG Retirement Solutions is the largest business under MUFG Pension and Market Services, and we are the leading administrator for super funds in Australia. Many of our clients are household names. We are well positioned within a growing superannuation industry, combining our rich legacy with a fast-paced environment that enables rapid career growth.

We are a diverse team with employees from various cultural and linguistic backgrounds, and we make sure to celebrate the successes of our clients and our people.

**This role is open to Melbourne and Sydney locations.**

**The Role
**In this role, you will be responsible for developing and supporting the Link Advice instance of Xplan, coding advice documents, and maintaining ongoing client contracts. Additionally, you will play a vital role in project management to ensure timely delivery.

**Key Accountabilities and main responsibilities**
- Lead the implementation of client projects: Oversee the successful execution of client projects, ensuring they meet all requirements and are delivered on schedule.
- Support internal advice projects: Contribute to and support internal initiatives aimed at ensuring timely delivery, aligned with our business and client goals.
- Manage Link Advice instances of Xplan: Optimize and continuously improve the management of Link Advice instances of Xplan.
- Maintain the Iress/Link Advice relationship: Engage with relevant stakeholders to maintain and enhance the Iress/Link Advice relationship.
- Ensure compliance of advice documents: Manage and review advice documents to ensure they comply with Link Advice standards and regulatory changes, while striving to enhance clarity and efficiency in their production.
- Client engagement during project phases: Work closely with clients during the Initiation, Feasibility, and Planning phases of projects to ensure their engagement and the solution's suitability for purpose.
- Participate in issue/risk management: Actively engage in the issue and risk management process by identifying and prioritizing issues/risks, developing strategies and controls, and escalating to governance bodies as necessary.

**Experience & Personal Attributes**
- 2 years of back-end Xplan experience in document coding, workflow creation, and/or configuration management experience within the wealth management or superannuation industry.
- Extensive experience in engaging clients in a project capacity.
- Comprehensive understanding and experience in Financial Advice administration.
- Knowledge of Power BI, Power Automate, Power Apps, and Forms is preferred, but not essential.
- Capability to present detailed business and/or technical solutions.
- Excellent verbal and written communication skills.
- Proficient in problem identification, analysis, and resolution.
- Strong presentation skills.
- Effective communication and influencing abilities.
- Demonstrated ability to build relationships with clients and internal stakeholders.
- Basic coding knowledge.

**Some of our Employment Benefits**
- FlexiWorks - enabling our employees to work in the office and at home
- Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
- Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose.
- Talent Referral Program
- Salary Sacrificing via Superannuation
- Employee Assistance Program
- Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
- Employee discounts - Access discounted rates and offers from a variety of providers including Bupa and Microsoft
- Novated Car Leasing

**We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

**How to apply**

MUFG Pension & Market Services is a global, digitally enabled business 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