Senior Advice Support Officer

Acknowledgement of Country:

Hostplus acknowledges the Traditional Owners of the land, sea and waters, of the area that we live and work on across Australia. We acknowledge their continuing connection to their culture and pay our respects to their Elders past, present and emerging.

About us:

At Hostplus, we passionately provide our 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 give your career meaning, 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?

About the role:

The Senior Advice Support Officer role is responsible for providing administration support to the Advice team, including handling initial member enquires, qualifying/triaging member’s advice needs, appointment setting, facilitating and overseeing requisite pre and post advice appointment actions and requirements, including the preparation and implementation of advice documents and completing other administrative activities to facilitate the efficient delivery of financial advice.

The SASO is also responsible for providing assistance to the Advice Support Manager in leading the advice support team where required, including but not limited to, the day-to-day management of the advice administration tasks with a focus on timeliness, quality assurance, efficiency and achieving high standards of service.

Some of your key responsibilities will be to:

• Assist the Advice Support Manager to lead the advice support team where required, including but not limited to:
• working in an efficient and collaborative manner with the Financial Planning and Advice teams to ensure the efficient delivery of financial advice services to members and the timely, accurate and compliant implementation and application of all client advice
• Identify and introduce improvements to the client and administration processes
• Ensure the allocation of work across the Advice Support team is fair and balanced.
• Be responsible for ad hoc projects to enhance business processes, client acquisition and service delivery
• Keep abreast of any compliance and regulatory changes that impact our advice services’ administration, compliance, management and business processes
• As principal first point of contact for members seeking personal advice, assess and triage members’ requirements within agreed standards and processes, compliance and quality standards 
• Assist members in the pre-advice process, including collating required information from the member
• Determine type of advice (e.g. general, limited personal or comprehensive), scope and service package relevant for member needs
• Schedule appointments for members to meet with either a Superannuation Adviser or Financial Planner
• Brief members on advice process, fees and related information
• Assist Superannuation Advisers and Financial Planners in their providing timely, high-quality, compliant advice to members 
• Post appointment, assist in the follow-up of any required material needed for the completion of Statements of Advice

About you:

• Previous experience in an administrative/associate role within a corporate environment (financial planning practice) and authorised to provide general advice is preferred, but not essential 
• A demonstrated practical understanding of the personal financial planning advice process 
• Strong interpersonal and oral and written communication skills 
• Well-organised and demonstrated ability to prioritise tasks and work autonomously
• Strong attention to detail and accuracy and ability to work to and achieve deadlines 
• Ability to liaise with all levels of the business including external stakeholders
• Ability to work in a small team environment and willingness to assist others in the delivery of high quality customer service 
• Prior experience and knowledge of financial planning software (XPLAN well regarded), or ability to quickly acquire this 
• Experience and knowledge of corporate financial services, preferably in superannuation and/or financial planning or a comparable environment 
• Advanced with MS Word, Outlook & PowerPoint and Excel

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

Why work for us:

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 & flexible workplace. Some industry leading benefits we offer include:

• 15% superannuation.
• Access to subsidised financial advice.
• Salary packaging.
• Hybrid working arrangements, work remotely & in the office.
• Excellent EBA conditions eg: paid parental leave, long service leave at 5 years, additional leave over Christmas shutdown.

What next:

If you are interested in this opportunity, please follow the prompts to formally apply.

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, women, and people with a cultural or linguistically diverse background.

We Care: We care about our work, our clients and colleagues.

Better Together: We’ve got each other’s backs, and we never walk alone.

Go For it: We are optimistic, and we focus on solutions, not problems.

Keep it real: We are honest, genuine, straightforward and transparent.

Be Proud: We are proud of who we are and the work we do every single day.