Advice Implementation Consultant

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 the Manager, Advice Operations, this role represents an outstanding opportunity to help to support a dynamic team of financial advisers to achieve the best retirement outcomes for our members.

In this role, you will manage and be responsible for administering the end to end implementation of tailored personal advice including liaising with external funds and service providers and be a point of contact for AustralianSuper financial advisers throughout the implementation process. You may also deal directly with our advice clients where required. You will complete internal and external product research requests, administer checks on documents and you will have opportunities to be involved in business improvement initiatives.

Some of your duties will include, but not limited to:

- Receive advice implementation requests. Manage workflow and underlying tasks in Xplan.
- Preparing and checking forms and documentation for accuracy and/or missing information.
- Record/scan all documentation for submission and storing in Xplan.
- Be a contact point for financial planners, members and service providers/funds throughout the implementation process.
- Proactively liaise with service providers, members, administrators etc. as required.

**What You’ll Need**
- Previous experience working in a financial advice practice.
- Strong attention to detail and problem-solving skills.
- Strong organisational skills with the ability to prioritise autonomously.
- Excellent written and verbal communication skills
- Excellent time management skills and the ability to prioritise work
- Proficiency in MS Office (MS Word, SharePoint, and Excel in particular)
- RG146 qualified, or willing to attain

**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.
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- 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._

**The AustralianSuper Story**

As a profit-to-member superannuation fund, AustralianSuper is run only for members, and is here to help members achieve their best possible retirement outcome. We don't pay profits or dividends to shareholders, so the money we make goes back into the fund.

We’re an organisation of talented, inspiring colleagues and passionate leaders. As we continue to grow in size and complexity, we need people who will challenge our thinking, deliver outstanding outcomes and most importantly, share in our purpose.