Team Leader, Financial Advice

A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences. A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.

Join a superannuation leader backed by global scale, local expertise and a commitment to innovation.

MUFG Pension & Market Services is Australia’s leading superannuation administrator — partnering with some of the largest and most recognisable funds in the country. In this role, you’ll lead an established Telephone Advice team, influence advice quality and service delivery outcomes, and play a key role in developing adviser capability within a highly regulated, purpose‑driven environment.

Overview

As an Advice Team Leader, you will be accountable for leading and developing a team of advisers to deliver high‑quality, compliant advice to members of our partner superannuation funds. With a strong focus on people development and SLA ownership, you’ll drive productivity, advice quality and workflow outcomes, while supporting the Telephone Advice Manager in stakeholder engagement, projects and continuous improvement initiatives.

Key responsibilities

• Lead, coach and develop a team of advisers, with a strong focus on capability uplift, engagement and performance
• Own team productivity, workflow management and SOA turnaround performance against agreed SLAs
• Provide hands‑on coaching and feedback to improve advice quality, compliance and conversion outcomes
• Supervise diary management and resourcing to maximise weekly adviser productivity
• Build and maintain strong internal referral partnerships, including reporting and monthly stakeholder engagement
• Support onboarding of new advisers and contribute to quarterly PD day delivery
• Assist the Telephone Advice Manager with key projects, change initiatives and process improvements
• Participate in call monitoring, compliance activity and the management of escalations or complaints

About you

You are an experienced superannuation advice professional who enjoys developing people and lifting team performance in a structured, metrics‑driven environment.

You bring:

• Proven people‑leadership experience within financial advice, ideally phone or intra‑fund advice
• Strong coaching capability with a track record of performance uplift
• Sound understanding of superannuation, advice compliance and AFSL obligations
• Confidence managing SLAs, workflow volumes and competing priorities
• High emotional intelligence, clear communication and the ability to influence without authority
• Strong organisational, analytical and time‑management skills

Qualifications & technical experience

• RG146 compliant (Advanced Diploma of Financial Services – Financial Planning or equivalent)
• Progression toward, or completion of, FASEA education requirements
• ASIC Financial Adviser Register (FAR) registration
• Proficient experience with Xplan and Aaspire
• Tertiary qualification in financial planning, finance, business, economics or accounting (favourable)

Some of our employment benefits

• Flexible working – hybrid model combining office and home
• Purchased Leave, Parental Leave, Volunteer Leave, Gender Transition Leave and Well‑being Leave
• Employee Recognition Program
• Talent Referral Program
• Salary sacrificing via superannuation
• Employee Assistance Program
• Learning & Development, including educational assistance
• Employee discounts with partners such as Bupa and Microsoft
• Novated car leasing

Culture at MUFG Pension & Market Services

We are an inclusive employer whose people work collaboratively. We value diverse perspectives and encourage a flexible, blended work environment where our people thrive and their wellbeing is supported. Diversity drives better client outcomes, continuous improvement and growth — and together we achieve our full potential.

How to apply

Ready to take the next step in your career? Apply now with your resume and a detailed cover letter highlighting your skills, experience and suitability for the role.

Candidates must have relevant work rights. Background screening applies prior to commencement.