Superannuation Advisor

Hostplus; City of Melbourne; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid and flexible work environment

15% superannuation

4 weeks paid gender affirmation leave

18 weeks paid parental leave

Total Wellness Program

Job summary

Hostplus seeks a skilled financial adviser to deliver precise limited-scope advice to members across employer sites. You will own end-to-end processes, work with expanded-scope planners, and collaborate across teams to execute campaigns.

A strong background in superannuation and tax-related advice is essential, with proficiency in XPlan or similar CRM tools. You will contribute to webinars and member education while meeting ASIC education standards and QTRP requirements.

Qualifications

• Education standards mandated by ASIC.
• QTRP registration required since 2023.
• Experience in superannuation or financial institution.
• Ability to give limited advice within Tax (financial) guidance.
• Knowledge of superannuation and insurance in financial sector.
• Experience with financial planning software and CRM systems and maintaining client notes.
• Proven track record of achieving KRAs and KPIs.

Responsibilities

• Deliver precise, timely limited-scope advice within AFSL guidelines.
• Engage at employer sites within our network.
• Refer opportunities for expanded scope with financial planners, end-to-end ownership.
• Collaborate across departments for campaign execution.
• Deliver webinars on specific limited-advice topics quarterly.

Skills

Financial planning experience

CRM systems

KRAs & KPIs

Tax knowledge

Superannuation knowledge

Limited scope advice

Education

ASIC education standards degree or approved equivalent

QTRP registration

Tools

XPlan or similar

Job description

How will you make an impact?

Are you passionate about making a positive impact to our members dignified retirement? By providing quality limited scope personal advice to our members on fundamental superannuation strategies helping them understand how their super decisions now will secure their retirement in the future.

How will you make an impact?

Are you passionate about making a positive impact to our members dignified retirement? By providing quality limited scope personal advice to our members on fundamental superannuation strategies helping them understand how their super decisions now will secure their retirement in the future.

The opportunity

• Deliver precise and timely limited scope advice within AFSL guidelines.
• Engage actively in providing advice at employer sites within our network.
• Identify and refer opportunities for our expanded scope financial planners, owning the process end-to-end.
• Collaborate across departments for seamless advice campaign execution.
• Delivery of webinars on specific limited advice topics on a quarterly basis.
  
  

About You

• Education Standards: Must meet specific educational qualifications (degree or approved equivalent) as mandated by ASIC, with strict training standards in commercial and taxation law.
• Qualified Tax Relevant Provider (QTRP): From 1 January 2023, relevant providers must be registered as a QTRP to provide tax-related financial advice.
• Demonstrated experience performing the same or similar role within Superannuation or a Financial Institution.
• Ability to give limited advice in line with Tax (financial) advice services.
• Possess a high level of knowledge relating to superannuation and insurance, and its role in the broader financial sector.
• Practical knowledge of, and experience in using, financial planning software and CRM systems (XPlan or similar) and the maintenance of detailed client and practitioner notes and records using such systems.
• Proven track record of having achieved KRAs and KPIs in previous financial planning roles including advice quality and productivity.
  
  

What can we offer you?

Benefits

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:

• Hybrid and flexible work environment
• 15% superannuation
• 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
• 18 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
• 3 days community service leave
• 4 weeks paid gender affirmation leave
• Access to long service leave at 5 years
• Access to subsidised financial advice
• Dedicated per person development budget to support your growth
  
  

Just to name a few!

About Us

At Hostplus, we passionately provide around 1.8 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 [e-mail] and to let us know how we can support.

How do I apply?

If you are interested in this opportunity, please follow the prompts to make an application.

We have an important duty to our members, all appointments are made subject to a satisfactory National Police, Bankruptcy and Insolvency Check. Applicants must have current and unrestricted work rights in Australia (sponsorship is not available for this role).