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Advice Support Officer

vor 3 Monaten

Melbourne, Österreich Hostplus Pty Vollzeit

How will you make an impact?

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

Support new financial advice opportunities end to end, from generating referral opportunities to being responsible for the advice implementation.

The opportunity

Are you passionate about helping others achieve their financial goals? Do you have a keen eye for detail and a strong understanding of the benefits of financial advice? If so, we have an exciting opportunity for you to join our team as an Advice Support Officer.The ASO role is an outstanding role for anyone looking to develop into the financial advisers of the future. You will support new financial advice opportunities end to end, from generating referral opportunities to being responsible for the advice implementation.

We are seeking an Advice Support Officer on a part time basis (3 days per week), you will play a crucial role in supporting our team of Financial Advisers across the country in delivering exceptional service to our valued clients. You will have the opportunity to work closely with our clients, analyse financial data, and assist in the development of tailored financial plans that align with their unique goals and objectives.

Some of your key responsibilities will be to:

  • Build strong relationships with clients, providing excellent customer service and addressing their inquiries promptly.
  • Provide general advice as required in line with AFSL restrictions
  • Support and complete all research and implementation work for members who receive personal advice from the comprehensive financial planners

About you:

We're looking for someone who has a passion for helping members and wants to build a career in financial advice.You’ll enjoy building relationships and providing excellent service, have a strong attention to detail and an ability to effectively prioritise your day.

Previous experience in an associate role within a financial planning practice or financial services environment is preferred but not essential.

Essential: You have completed or currently studying towards a Diploma of Financial Services (FP) or a tertiary qualification in a relevant field

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
  • 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 our over 1.7 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 passionate about creating an inclusive workplace that promotes and values diversity. We believe diversity of thought, background and experience strengthens relationships and delivers meaningful benefits to our people, our members, and the communities we operate in.

We welcome and encourage applications from people of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, those with a disability, neurodiverse individuals, women, and people with a cultural or linguistically diverse background. If a reasonable adjustment is required to assist you during the recruitment process, please reach out to us via email at talent@hostplus.com.au

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.

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