Advice Support Officer

Hostplus Superannuation; Melbourne; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

3% extra super

Hybrid work environment

Development budget for growth

Additional paid leave over Christmas &

5 days flex leave

20 weeks parental leave

Wellness program & EAP support

Community service leave

Salary continuance insurance

Long service leave at 5 years

Subsidised financial advice

Job summary

Hostplus is an Australian industry super fund focused on helping members achieve a dignified retirement. As an Advice Support Officer, you will be the first point of contact, helping members understand their options and connecting them to the right advice pathway while coordinating the required administration to deliver a seamless advice experience.

You will support members from enquiry through to advice implementation, assess needs, coordinate appointments and records, and liaise with financial

Qualifications

• Diploma of Financial Services (FP) completed or in progress.
• RG146 Tier 1 compliant (Generic Knowledge and Superannuation).
• Experience in financial planning, superannuation, or a financial services environment is preferred.

Responsibilities

• Support members from initial enquiry through to advice implementation.
• Assess advice needs and determine the most appropriate pathway.
• Coordinate appointments, documentation and records.

Skills

Communication

Organisation

Stakeholder management

Attention to detail

Education

Diploma of Financial Services (FP)

RG146 Tier 1 compliant

Tools

Xplan

Microsoft Office

Job description

Passionate about helping Australians achieve a dignified retirement? As an Advice Support Officer, you'll be the first point of contact in our financial advice process, helping members understand their options, connecting them to the right advice pathway, and coordinating the administration required to deliver a seamless advice experience.

The opportunity

• Support members from their initial enquiry through to advice implementation.
• Assess advice needs and determine the most appropriate advice pathway.
• Coordinate appointments, documentation, and records.
• Liaise with members, financial planners, and external providers.
• Manage administration across the advice lifecycle, including pre- and post-appointment activities.
• Maintain accurate records in Xplan and CRM systems.
• Deliver outstanding service while supporting the efficient delivery of financial advice.

About you

• Diploma of Financial Services (FP) completed or in progress, or a relevant tertiary qualification.
• RG146 Tier 1 compliant (Generic Knowledge and Superannuation).
• Experience in financial planning, superannuation, or a financial services environment is preferred.
• Strong communication, organisation, and stakeholder management skills.
• Highly detail-oriented, able to manage competing priorities, and work autonomously.
• Experience with Xplan and Microsoft Office is well regarded.

What can we offer you?

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 and flexible workplace. Some industry leading benefits we offer include:

• We contribute 3% more to your super on top of the standard employer amount
• A hybrid and flexible work environment
• Dedicated per person development budget to support your growth
• Additional paid leave over Christmas and New Year
• Additional 5 days paid “flex leave”, so that you can take time out when you need it
• 20 weeks paid parental leave
• Total Wellness Program, including benefits such as free flu shots, comprehensive EAP support, access to medical experts and wellness related events throughout the year
• Community service leave
• Salary continuance insurance
• Access to long service leave at 5 years
• Access to subsidised financial advice

Just to name a few!

About us

At Hostplus, we passionately provide around 2 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 make a difference, 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?

Our commitment to diversity and inclusion

We are dedicated to creating an inclusive workplace where everyone feels valued and appreciated for being their authentic selves. We celebrate diversity and believe that different backgrounds and experiences enrich our relationships and bring meaningful benefits to our people, our members, and the communities we serve.

We welcome applications from everyone and if you require any adjustments made during the recruitment process, we encourage you to reach out to us at @hostplus.com.au and to let us know how we can support.

We have a responsibility to act in the best interests of our members. As part of this, all employment offers are subject to the successful completion of pre-employment screening requirements. These include, but are not limited to, a National Police Check, Bankruptcy and Insolvency Check, and verification of qualifications and professional credentials.

Applicants must also have current and unrestricted work rights in Australia, as sponsorship is not available for this role.

Hostplus is an industry super fund driven by long-term top performance. If top performance drives you too, we’d love to talk. Like the best teams, we’re always looking for the best talent to make our award-winning team even stronger. We’re committed to our members’ best financial interests, to help them on their journey towards a more secure financial future. Our members – not shareholders – come first. But what can we do for you? Working at Hostplus means: working for an instantly recognisable national brand having access to a range of employee benefits helping hard-working everyday Aussies grow their super.

Hostplus is an industry super fund driven by long-term top performance. If top performance drives you too, we’d love to talk. Like the best teams, we’re always looking for the best talent to make our award-winning team even stronger. We’re committed to our members’ best financial interests, to help them on their journey towards a more secure financial future. Our members – not shareholders – come first. But what can we do for you? Working at Hostplus means: working for an instantly recognisable national brand having access to a range of employee benefits helping hard-working everyday Aussies grow their super.

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