Advice Support Manager

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 Financial Planning and Advice team to assist the team in meeting its service excellence objectives and targets. The ASM will also play an active role in the day-to-day management of the advice administration tasks with a focus on timeliness, quality assurance, efficiency, and achieving high standards of service. Additionally, the ASM will work closely with other internal departments and functions to identify and champion continuous process improvements, reduce risks, and develop operational strategies to achieve superior member experiences and outcomes.

The opportunity

As an Advice Support Manager at Hostplus, you will lead and mentor the Advice Support Team, ensuring the efficient delivery of financial advice services to our members. You will work collaboratively with the Financial Planning and Advice teams to assess and triage members' advice needs, ensuring timely, accurate, and compliant implementation of all client advice. Your role will involve overseeing the pre-advice process, scheduling appointments, and maintaining client records, while also briefing members on the advice process, fees, and related information.

In addition to member interaction, you will play a crucial role in process improvement by identifying and introducing enhancements to client and administration processes. You will ensure fair and balanced work allocation across the team, manage ad hoc projects to enhance business processes, and provide regular and ad-hoc reporting to the Head of Advice. Your responsibilities will also include completing supervision and monitoring activities to ensure adherence to legislative requirements and best practice customer service standards.

Your leadership will be key in fostering a collaborative and high-performing team environment. You will assist Superannuation Advisers and Financial Planners in providing timely, high-quality, compliant advice to members, and support the implementation of advice provided. Additionally, you will maintain high-level, timely, and accurate record-keeping in Xplan and CRM systems, and ensure high standards of customer service and quality assurance. Your contribution to company-wide projects and initiatives will help drive Hostplus forward, ensuring superior member experiences and outcomes.

About you

• 3-5 years' experience in superannuation or similar financial services, with at least 1 year in a leadership role.
• Proven experience in administrative support within a financial planning practice, authorized to provide general advice.
• Success in managing, leading, and motivating a team to achieve key performance areas.
• Ability to drive and manage change within the team.
• Strong customer service skills and experience working in a team environment.
• Knowledge of superannuation legislation and industry reforms.
• Experience with financial planning software (XPLAN preferred) and corporate financial services.
• Highly developed analytical, problem-solving, and communication skills.
• Attention to detail, ability to meet deadlines, and work autonomously.
• Proficient in MS Word, Outlook, PowerPoint, and Excel.
• RG146 qualification and Diploma of Financial Services (Financial Planning) required; Advanced Diploma desired.

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:

• 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 talent@hostplus.com.au 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.