Paraplanner

About US

UniSuper is the custodian of our members' life savings. Everything we do is aimed to deliver for our members. If you love working with passionate professionals, driving industry-leading performance and want to make a meaningful difference for others now and into the future, you're in the right place.

The Member and Advice team provide end to end customer services to all members helping them to understand, manage and tailor their retirement savings through the appropriate information at the right time. M&A includes our processing, payments, claims, complaints, contact centre and financial advice teams, as well as the key support teams needed to manage the flow of customers.

The "Home for Advice Professionals" is our bespoke employment value proposition to attract and retain advice talent in a competitive market. This strategy centers around fostering a sense of belonging, understanding, and respect for the critical work performed by our advice professionals and those who support them.

Opportunity

Help us achieve our result by being a part of a team that has a purpose of providing financial advice designed to improve retirement outcomes for our members. This 12 month maximum term contract role supports this purpose by putting our advice into written format for presentation to our members. The role can be based anywhere in Australia, with the requirement to be in the office 60% of time.

We'll count on you to produce highly quality, accurate, compliant Statements of Advice in a timely manner. You will need to use your professional judgement to critically evaluate the advice that is being proposed and suggest improvements to the advice where appropriate. You will also meet set standards for quality, quantity and turnaround times. The Statements of Advice that you write will distil complex ideas and strategies in a coherent and logical format to aid member understanding.

You'll work closely with UniSuper's Private Client Advisers and Review Advisers who you will work with to provide quality advice that will improve the financial wellbeing of our members. You will also work with other members of the Advice Operations team who support our advice offering.

What capabilities will set you up for success:

• A strong knowledge of superannuation, taxation, social security, insurance, retirement planning and investments
• Advanced written communication skills
• Strong verbal communication skills
• Advanced numerical, analytical and problem solving skills
• Experience working with X-plan preferred
• Proficient in Microsoft Excel and Word
• Knowledge of ASIC, APRA and FPA compliance standards
• Well-developed organisational skills

What experience and qualifications are desirable:

• RG 146 required
• ADFS preferred
• A Finance related degree preferred
• Previous experience completing Statements of Advice
• Previous experience using Xplan preferred
• Ideally 3 years' experience within the superannuation or financial planning industry in a paraplanning role

UniSuper believes that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office. UniSuper is proud of our culture and benefits, which empower our people to achieve their full potential, thrive, and grow their career with us. These include:

• A personal development budget of $1500 to support employees in their professional growth.
• Exceptional parental leave to support employees in balancing their work and family responsibilities.
• Mental physical and financial well-being initiatives

It should go without saying, but at UniSuper, we value and celebrate diversity and inclusion. We believe that a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don't meet all the requirements.