Senior Advice Support Officer

How will you make an impact?

Are you passionate about making a positive impact to our members dignified retirement?

The Senior Advice Support Officer (SASO) provides crucial administrative support to the Advice team, handling initial member inquiries, qualifying and triaging advice needs, setting appointments, and overseeing pre- and post-advice actions. This includes preparing and implementing advice documents and completing other administrative tasks to ensure the efficient delivery of financial advice. The SASO ensures high standards of service by focusing on timeliness, quality assurance, and efficiency.

Additionally, the SASO assists the Advice Support Manager in leading the advice support team, managing day-to-day tasks, and driving continuous process improvements. They work closely with internal departments to reduce risks and develop operational strategies that enhance member experiences and outcomes. The SASO plays a key role in maintaining the smooth operation of the advice administration process and supporting the overall goals of Hostplus.

The opportunity

As a Senior Advice Support Officer at Hostplus, you will play a crucial role in ensuring the efficient delivery of financial advice services to our members. Working closely with the Financial Planning and Advice teams, you will assess and triage members' advice needs, ensuring timely, accurate, and compliant implementation of all client advice. You will be the principal first point of contact for members seeking personal advice, guiding them through the pre-advice process, scheduling appointments, and maintaining comprehensive client records.

In addition to member interaction, you will support the Advice Support Manager by ensuring fair work allocation across the team and managing ad hoc projects to enhance business processes and service delivery. You will stay updated on compliance and regulatory changes, identifying and introducing improvements to client and administration processes. Your role will also involve overseeing the implementation cycle, from pre-implementation to post-implementation, ensuring high-level customer service and accurate record-keeping in Xplan and CRM systems.

Your responsibilities will extend to providing high-level customer service to both clients and financial planners, assisting with CRM and XPLAN administration tasks, and acting as the first point of contact for training and proficiency in these systems. You will participate in weekly work-in-progress meetings and contribute to company-wide projects and initiatives, helping to drive Hostplus forward and ensuring superior member experiences and outcomes.

About you

• Experience in an administrative role within a financial planning practice (general advice authorization preferred).
• Practical understanding of the financial planning advice process.
• Strong interpersonal and communication skills.
• Well-organized with the ability to prioritize tasks and work autonomously.
• Attention to detail and ability to meet deadlines.
• Ability to liaise with all business levels and external stakeholders.
• Team player with a commitment to high-quality customer service.
• Knowledge of financial planning software (XPLAN preferred) and corporate financial services.
• Proficient in MS Word, Outlook, PowerPoint, and Excel.
• RG146 qualification or studying towards/completed a financial services, financial planning, or related qualification.

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.