Team Lead, Superannuation Advice

1 day ago

Melbourne, Victoria, Australia Cbus Full time

Team Lead, Superannuation Advice

**About Cbus**

Created by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds. For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry. As an award-winning fund we've been recognised for the benefits provided to our members and our innovative investment approach. All while staying committed to our member first ethos as a proud Industry Fund.

**Role Overview**

Are you passionate about financial advice and helping people make informed decisions? Do you have leadership experience and a strong understanding of superannuation and financial planning? If so, this could be the perfect opportunity for you.
- Be part of a purpose-driven organisation that values high-quality financial advice.
- Lead a supportive, collaborative team where your leadership makes a difference.
- Enjoy a role that blends strategic thinking with hands-on coaching and mentoring.
- Work in an environment that supports professional growth and development.

If you're a motivated leader who believes in the value of financial advice, we'd love to hear from you.

**About the Role**

As a Team Lead, Superannuation Advice, you will play a key leadership role within Advice Services, ensuring our members receive high-quality, compliant, and timely personal advice. You will lead a team of Superannuation Advisers, providing mentorship, coaching, and support to help them deliver the best outcomes for members.

This is a hands-on leadership role where you will actively guide your team, oversee performance, and drive a culture of excellence. You will also collaborate with other leaders across the business to continuously improve advice services and enhance the member experience.

**Snapshot of your responsibilities**
- Lead, mentor, and support a team of Superannuation Advisers.
- Ensure advisers meet compliance and service standards while providing high-quality advice.
- Manage appointment activity to deliver a seamless and positive member experience.
- Foster a culture of continuous improvement, accountability, and high performance.
- Identify training needs and support career development for team members.
- Work collaboratively with the Advice Leadership Group to drive key initiatives.
- Stay up to date with industry trends, regulatory changes, and best practices.
- Occasionally provide financial and product advice within the fund's service provisions.

**What You'll Bring**
- Passion for financial advice and helping members achieve financial security.
- Strong knowledge of regulatory requirements in financial advice.
- FASEA Financial Adviser Exam passed and relevant FASEA-approved qualifications.
- Registered on the ASIC Financial Adviser Register.
- Proven experience leading and coaching teams to achieve high performance.
- In-depth knowledge of superannuation, including Defined Benefit Schemes (preferred).
- Excellent communication skills and the ability to foster positive engagement.
- Strategic thinking with the ability to drive change and innovation.

**We want to hear from you**

Applications Close 28 February 2025
Agencies, please note: All Cbus vacancies are managed by our internal Talent Acquisition Team. Should external assistance be required we will reach out to our preferred agency partners, Thank you.

Job ID 4318549

  • Advice Support Manager

    5 days ago

    Melbourne, Victoria, Australia Hostplus Superannuation Full time $90,000 - $120,000 per year

    How will you make an impact? Are you passionate about making a positive impact to our members dignified retirement? The Advice Support Manager (ASM) will lead, manage, coach, mentor, and motivate the Advice Support Officers (ASOs) in the execution of their roles and duties. This involves providing high-quality administrative support to the Hostplus...

  • Superannuation Advice Consultant

    2 days ago

    Melbourne, Victoria, Australia Hostplus Full time

    Apply- ** 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...

  • Superannuation Advice Leadership Position

    2 days ago

    Melbourne, Victoria, Australia beBeeLeadership Full time $130,000 - $170,000

    We are seeking a seasoned leader to spearhead our Superannuation Advice team.This is an excellent opportunity for a motivated individual who can drive high-quality advice services, foster a culture of excellence, and deliver exceptional outcomes for our members.The successful candidate will have a proven track record of leading and coaching teams to achieve...

  • Advice Support Officer

    5 days ago

    Melbourne, Victoria, Australia Hostplus Superannuation Full time $104,000 - $130,878 per year

    How will you make an impact?Are you passionate about making a positive impact to our members dignified retirement?Your role as Advice Support Officer will be the vital bridge connecting Hostplus members to life-changing financial guidance. You'll help ordinary Australians navigate their financial futures, ensuring they receive the right advice at the right...

  • Team Lead

    5 days ago

    Melbourne, Victoria, Australia Commonwealth Superannuation Corporation Full time $90,000 - $120,000 per year

    Job Type: Permanent - Full TimeLocation: MelbourneJob Category: Banking and Financial Services,Insurance & SuperannuationJob DescriptionJob title:Team Lead - Superannuation SpecialistsPosition Type:PermanentLocation:Open to all locations across Australia with an established home officeAbout The RoleAt CSC, we're dedicated to helping our members build a...

  • Team Lead

    2 weeks ago

    Melbourne, Victoria, Australia Commonwealth Superannuation Corporation Full time

    Join to apply for the Team Lead - Superannuation Specialists role at Commonwealth Superannuation Corporation1 day ago Be among the first 25 applicantsJoin to apply for the Team Lead - Superannuation Specialists role at Commonwealth Superannuation CorporationJob Type: Permanent - Full TimeLocation: MelbourneJob Category: Banking and Financial...

  • Senior Advice Support Officer

    5 days ago

    Melbourne, Victoria, Australia Hostplus Superannuation Full time $90,000 - $120,000 per year

    How will you make an impact? Are you passionate about making a positive impact to our members dignified retirement? The Senior Advice Support Officer (SASO) provides crucial administrative support to the Advice team, handling initial member inquiries, qualifying and triaging advice needs, setting appointments, and overseeing pre- and post-advice actions....

  • National Manager, Advice Partnerships

    2 days ago

    Melbourne, Victoria, Australia Commonwealth Superannuation Corporation (Csc) Full time

    Posted: 09/10/2024Closing Date: 23/10/2024**Job Type**: Permanent - Full TimeLocation: MelbourneJob Category: Banking and Financial Services,Insurance & Superannuation**About us**:At CSC, we know that it takes all of us working together, united as one, to guide our customers towards their retirement dreams. We're proud to wear the government crest, and proud...

  • Outbound Team Leader, Advice Services

    2 days ago

    Melbourne, Victoria, Australia Cbus Full time

    Outbound Team Leader, Advice Services**About Cbus**Created by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds. For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry. As an award-winning fund...

  • Superannuation Advisor

    1 day ago

    Melbourne, Victoria, Australia Hostplus Full time

    Apply**Job no**: E34BJ**Category**: Advice**How will you make an impact?**Are you passionate about making a positive impact to our members dignified retirement?You will support members with gaining greater financial wellness through the provision of limited scope personal advice.**The opportunity**Joining our superannuation advice team, you will be the first...