Advice Support Officer
Hostplus
Date: 1 day ago
City: Melbourne, Victoria
Contract type: Full time
How will you make an impact?
You will play a crucial role in supporting our team of Financial Advisers across the country in delivering exceptional service to our valued clients.
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.
As an Advice Support Officer, 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
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?
Benefits
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:
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 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 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 [email protected] 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.
You will play a crucial role in supporting our team of Financial Advisers across the country in delivering exceptional service to our valued clients.
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.
As an Advice Support Officer, 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
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?
Benefits
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
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 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 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 [email protected] 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.
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