Advice Coordinator

Add expected salary to your profile for insights About Brighter Super: At Brighter Super it’s all about the personal connections, guiding our members to retire confidently as a member first fund– we live by the philosophy that our members come first in everything we do. Since 1965, we have been a trusted and reliable provider of investment, advice and insurance services. We’re a 100% member-owned, Queensland-based, open superannuation fund, built on the foundation of three funds (LGIASuper, Energy Super and Suncorp Super) where we manage more than $34 billion in retirement savings for over 280,000 members. Our members come from our foundation industries of government, finance, electrical and energy sectors, alongside a diverse cross-section of the wider community.Our Brighter Super team is essential to our success, embodying our core values of Asp for our members, Unlock innovation, Performance with purpose, and Winning together. We value every Brighter team member – Brighter people, Brighter futures, Brighter together. This commitment fosters a supportive and collaborative work environment where each individual is empowered to thrive. Together, we are building a brighter future. About your new Role: As an Advice Coordinator, you'll play a key role in supporting our members by identifying their financial advice needs and guiding them to the most appropriate advice pathway. Whether providing General Advice or connecting members with the right Financial Adviser to suit their personal advice needs, you'll ensure a seamless and professional experience from initial contact through to post-appointment follow-up. Working as part of the Superannuation and Retirement advice team, you'll triage enquiries, educate members on superannuation and Brighter Super products, collect information, manage appointment bookings and maintain accurate records across our systems. This is a fast-paced, member-focused role where your communication skills, attention to detail and commitment to service excellence will make a real impact. Triage member advice enquiries to identify personal advice needs and connect them to the appropriate individual. Provide compliant General Advice and education on superannuation and Brighter Super products. Coordinate and book financial advice appointments, guiding members through the process and required documentation. Maintain accurate client records in Xplan and update CRM systems to support seamless advice delivery. Support financial advisers with initial fact finding and product research. Follow up with members post-implementation to ensure satisfaction and engagement. Contribute to a collaborative, high-performing team culture focused on continuous improvement and excellent member service. About You: You’re a passionate and service-driven professional who thrives in a fast-paced, member-focused environment. With a genuine interest in financial advice and helping others, you bring energy, initiative and a collaborative spirit to everything you do. You’re confident in your communication, resilient in the face of change and committed to delivering high-quality outcomes that truly make a difference for members. You understand the importance of acting with integrity, staying commercially aware and contributing to a positive team culture, especially within a newly formed team. RG146 Accreditation in Superannuation and a strong interest in financial advice. Completed or currently studying towards a Graduate Diploma in Financial Planning. Positive, proactive attitude with a member-first mindset. Strong communication and engagement skills across teams and with members. Adaptable and resilient in a dynamic, high-volume environment. Collaborative team player who builds rapport quickly. Commercially aware and focused on delivering member-centric outcomes. Committed to integrity, professionalism, and continuous improvement. Why choose Brighter Super: We pride ourselves on being a great place to work, where you matter Here are some things that you will be able to enjoy; Workplace flexibility, with the option to work up to 50% of your week from home. Up to 18 weeks paid parental leave + super. Purchased leave. Career pathways. Reward and recognition program. Employee Assistance Program. Holistic benefits and well-being offer through Perkbox. If you know that you are a “Bright Person” and are seeking a “Brighter Future”, please apply now #J-18808-Ljbffr