Financial Planning Support Coordinator

UniSuper; City of Melbourne; On-site; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Personal development budget

Wellbeing leave

Career growth

Job summary

UniSuper Advice is seeking an Advice Professional to join a collaborative team in Melbourne or Hobart. You’ll support advisers to prepare advice documents, coordinate with external fund providers, and implement recommendations to ensure accuracy and timeliness.

In this role you’ll handle enquiries from members, engage face-to-face when needed, and contribute to a positive, client-focused service culture. A basic understanding of financial planning is expected, with learning and development

Qualifications

• Exposure to financial planning or related areas.
• Basic understanding of the fundamentals of advice.
• Proactive, open to feedback, and motivated to learn.

Responsibilities

• Support advisers with preparing advice documents, applications and client materials
• Implement financial advice recommendations accurately and efficiently
• Liaise with external fund providers and platforms to manage applications and confirm details
• Act as a point of contact for members, including face-to-face interactions
• Maintain and manage client files, records and workflow
• Ensure all work is completed in line with compliance and regulatory standards
• Support general office management and ad hoc administrative tasks alongside day-to-day responsibilities

Skills

Financial planning exposure

Time management

Attention to detail

Communication skills

Client focus

Team player

Job description

UniSuper Advice is seeking an Advice Professional to join a collaborative team in Melbourne or Hobart. You’ll support advisers to prepare advice documents, coordinate with external fund providers, and implement recommendations to ensure accuracy and timeliness.

In this role you’ll handle enquiries from members, engage face-to-face when needed, and contribute to a positive, client-focused service culture. A basic understanding of financial planning is expected, with learning and development