Team Leader, Link Advice

**Overview
To lead and manage the Advice Team by:

- Optimising the Team’s productivity and leading the team to meet business goals and performance outcomes
- Ensuring the team provides quality and compliant advice to members of our partner superannuation funds
- Management of the Team SLA’s around workflow and SOA delivery
- Influencing and maintaining strong internal referral partnerships
- Assist in the development of Adviser skills and personal plans
- Support Telephone Advice Manager in management of key stakeholders and the delivery of client Projects and key process improvement initiatives for the Team

**Key Accountabilities and main responsibilities**

Strategic Focus
- Contribute toward Influencing and leading culture change
- Assist Telephone Advice Manager in managing software system and process improvement roll outs for Advice teams

Operational Management
- Manage and monitor relevant team conversion to achieve advice metrics (PA 4
- Help supervise diary management to optimise Advisers weekly productivity
- Be able to assist in ad-hoc additional appointments may be required to assist in team resourcing
- Provide weekly/monthly referral reports for our internal referral stakeholders
- Attend monthly meetings with referral partners

People Leadership
- Monthly Individual Catch-up - review performance and IDP.
- Organise monthly Team meeting.
- Manage the on-boarding process for new advisers.
- Assist Telephone Advice Manager in rollout of PD days every quarter and present when required.

Governance & Risk
- Participate in call monitoring as part of internal/external compliance Audits.
- Assist in investigating escalations and complaints from members and internal stakeholders.
- Meet all requirements relating to being a representative of an Australian Financial Services Licensee as laid out by Link Advice.

**Experience & Personal Attributes**
- Strong leadership skills, including proficient communication and influencing skills.
- Effective time management skills and quick decision-making ability
- Adaptive to change and ability to assist people on a strategic journey
- Ability to meet required deadlines
- Human centred and high emotional intelligence
- Clear thinking & organisational effectiveness
- Analytical skills and attention to detail
- Proficient knowledge of software systems - Xplan and Aaspire
- Proficient Technical Super knowledge
- Completion of Advanced Diploma of Financial Services (Financial Planning/RG146 compliant for personal advice) with view to complete and meet the new FASEA requirements or Graduate Diploma in Financial planning (completed or enrolled in the course)
- Relevant tertiary qualification in financial planning, economics, business/finance or accounting is favorable.
- Registered on the ASIC Financial Adviser Register

Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.

Our Retirement & Superannuation Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.

By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.

Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

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 the Link Group journey 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.