Superannuation Advice Manager

How will you make an impact

Are you passionate about making a positive impact to our members dignified retirement The Superannuation Advice Manager (SAM) position reports to supports andassiststhe Head of Advice (HOA) in ensuring the efficienteffectiveand compliant delivery ofHostplus financial planning services for fund members nationally.

The SAM is additionally responsible for leading managingcoachingand mentoring a team ofsuperannuation advisors ensuring the Funds high quality advice standardsandproductivity requirements and results are met. The SAM is also involved in developing and managing key internal and external relationships including with AFSL service providers audit and compliance partners and other relevant business partners asrequired.

The opportunity

• Lead manage coach and mentor thesuperannuation adviceteam to provide high quality personal advice and servicesas per the requirements of the fund andits strategy.
• Manage and take responsibility for operationalreportingand administrative functions of thesuperannuation adviceteam including the overall advice workflow and productivity within the team to ensure an effective process is in place to maximise efficiency productivity and overall member experience and outcomes.
• Maintaina sound understanding of operational compliance across all aspects of thesuperannuation adviceteams business operating model in the delivery of personal advice service to members
• Complete regular quality monitoring ofelements relating to advice. Including but not limited toadvice meetings advice files member feedback and provide constructive feedback toindividuals andthe team.
• Provide regular andtimelyreporting of financial planning activities including advice quality compliance productivity member satisfaction and other reporting of attainment of specific key result areas as requested.
• Investigate and resolve as and if applicable advice complaintsin accordance withtheHostplus and AFSL licensees policiesprocessesand protocols.
• Complete regular formal performance appraisals ofsuperannuation advisorsaccording toHostplusguidelines.
• Adhere to all relevant fund and external AFS Licensees internal policies and procedures all relevantgovernment legislation and regulations as per the requirements of the position.
• Maintainan appropriate levelof technical knowledge and professional developmentcommensuratewith that of a practicing financial planner and provide advice services to members or others asappropriate.
• Host and/or present atHostplusadvice related events such as webinars seminars and symposiums.
• RepresentHostplusas requested by the Head of Advice or Chief Member Officer.
• Develop relationships and regularly engage with internal (State Managers Advice SupportTeamandFinancial PlanningTeam) and external AFS Licenseesstakeholdersand business partners to ensure the Funds advice services andobjectivesare delivered and fulfilled.
• Participate asrequiredinHostplusmarketing campaigns promotions and other strategic activities involving financial planning and advice services and teams.
• Positivelydemonstrateand championHostplus values.
• Contribute to the overall achievement of the Advice teams Member Experience Divisions andHostplus keyobjectivesand outcomes.
• Provide subject matterexpertiseassistanceand support to other areas of the business asrequired.

About you

• Proven success in managing and leading a financial planning team to achieve key performance areas
• Met the FASEA education requirements including successful completion of the FASEA exam
• Registered and recognised as an existing adviser on the ASIC Financial Advice Register (FAR) between 1 January 2016 and 31 December 2018
• Registered tax (financial) adviser with the Tax Practitioners Board (TPB) or completion of relevant tax and commercial law units

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 youre in marketing financial advice operations or any of our other divisions - youll 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 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. Applicants must have current and unrestricted work rights in Australia (sponsorship is not available for this role).