Superannuation Advice Consultant
Join a well-respected and fast growing team of advisers Located in Melbourne CBD Base salary plus 15% superannuation About us: At Hostplus, we passionately provide our one million members with the best possible service; constantly looking for new ways to deliver better value while helping them 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. The role: Reporting to the Superannuation Advice Team Leader, you will be a valued and respected member of our national team of financial planners and superannuation advisers who collectively are responsible for developing and delivering personal financial planning and advice services.
You will have appropriate autonomy and support to grow our body of loyal, satisfied and engaged members and their families. You will predominantly service digitally developed and web-based limited personal (scoped) and intrafund advice to Hostplus members over the phone and Internet, as well as arranging referrals and other appointments for the Hostplus Financial Planners where advice needs are more complex. The role also extends to assisting in the co-ordination, management and delivery of our advice seminars and related programs.
Other key Responsibilities: Ensuring Hostplus members receive high quality, cost effective, compliant and timely personal financial advice and related services Developing and delivering pro-active strategies, initiatives and campaigns to increase Hostplus members' engagement with financial planning and advice Promoting Hostplus' financial planning and advice services to achieve member retention and other business objectives and divisional revenue targets, and Building and maintaining key relationships with internal staff, strategic service providers and stakeholders. Ideally, you will be able to demonstrate prior or current experience in a financial planning, paraplanning or client services position. You will have a proven track record of having achieved Key Result Areas and Key Performance Indicators.
In addition, you will have: Exposure with compliance frameworks, ideally in the financial services environments. Software and CRM systems experience with XPlan or similar Sound knowledge of relevant superannuation and taxation legislation, including SIS, SG, FOFA and MySuper regulations Superior customer service with a member focused approach Professionally, you hold either a FASEA approved accreditation, Advanced Diploma in Financial Planning or equivalent, your RG 146 certification and/or a relevant tertiary qualification. Why work at Hostplus: 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 are proud of the close knit, warm and friendly culture we have built over the last 30 years and pride ourselves with excellent benefits to our employees. Some of these include: 15% superannuation Salary packaging....