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Superannuation Advice Consultant
2 weeks ago
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- ** Job no**: DAFP9
- ** Category**: Advice
**Acknowledgement of Country**:
Hostplus acknowledges the Traditional Owners of the land, sea and waters, of the area that we live and work on across Australia. We acknowledge their continuing connection to their culture and pay our respects to their Elders past, present and emerging.
**About us**:
At Hostplus, we passionately provide our over 1.6 million members with the best possible service; constantly looking for new ways to deliver better value while helping members get the most out of their super. We are inspired to help our members achieve greater security for their future and ensure they retire with dignity.
Your role at Hostplus will give your career meaning, whether you're in marketing, financial advice, Operations or any of our other divisions - you'll be contributing to ensuring our members retire with the best possible outcomes, and what better feeling is there than knowing your role helps someone to retire with dignity and security?
**About the role**:
Joining our superannuation advice team, you will be the first point of contact for members seeking more detailed financial advice, you'll provide phone and internet based general, limited scope / Intrafund advice to our members over the phone as well as arranging appointments with Financial Planners where advice needs are more complex.
**Some of your other key responsibilities will be**:
- Provide members, as appropriate, with accurate and timely general and intra-fund (scoped) advice over the phone in accordance with Hostplus’ AFSL and RG 244 and related regulatory requirements.
- Provide assistance to the financial planners in the timely authorising, securing and provision of relevant member data for the purposes of financial planning activities.
- Participate as required in marketing campaigns, promotions and other strategic activities involving the financial planning department.
**About you**:
To be successful in this position you must be RG146 & FASEA Compliant and have a Diploma of Financial Services - Financial Planning. You'll have demonstrated experience in financial planning, paraplanning or a similar client servicing position and a sound working knowledge of superannuation, investment and insurance products and knowledge of these products use in the execution of financial advice strategies.
**Some other key skills & knowledge we're looking for**:
- Practical knowledge of, and experience in using, financial planning software and CRM systems (XPlan or similar) and the maintenance of detailed client and practitioner notes and records using such systems.
- Sound knowledge of relevant superannuation and taxation legislation, including SIS, SG, FOFA and MySuper regulations.
- A high commitment to delivering quality advice and service whilst being an active member of a productive team, including the ability to work effectively with a diverse range of people
- Well-developed written & verbal communication and interpersonal skills.
- High level of self-management in order to manage a busy work schedule, work autonomously and a willingness to embrace ambiguity and change.
**Why work for us**:
Our employees are passionate about what we do and are proud to be part of an organisation which helps everyday Australians achieve a brighter future. We value diversity of thought and have an open & flexible workplace. Some industry leading benefits we offer include:
- 15% superannuation.
- Access to subsidised financial advice.
- Salary packaging.
- Hybrid working arrangements, work remotely & in the office.
- Excellent EBA conditions eg: paid parental leave, long service leave at 5 years, additional leave over Christmas shutdown.
**What next**:
If you are interested in this opportunity, please follow the prompts to formally apply.
We are passionate about creating an inclusive workplace that promotes and values diversity. We believe diversity of thought, background and experience strengthens relationships and delivers meaningful benefits to our people, our members, and the communities we operate in.
**We Care**: We care about our work, our clients and colleagues.
**Better Together**: We’ve got each other’s backs, and we never walk alone.
**Go For it**: We are optimistic, and we focus on solutions, not problems.
**Keep it real**: We are honest, genuine, straightforward and transparent.
**Be Proud**: We are proud of who we are and the work we do every single day.
