Advice Support Officer

Hostplus

  • Melbourne, VIC
  • Permanent
  • Full-time
  • 3 days ago
How will you make an impact?Are you passionate about making a positive impact to our members dignified retirement?Your role as Advice Support Officer will be the vital bridge connecting Hostplus members to life-changing financial guidance. You'll help ordinary Australians navigate their financial futures, ensuring they receive the right advice at the right time.The opportunityYou'll become the trusted first point of contact for members seeking financial advice, expertly triaging their needs and setting them up for success. Your day will involve qualifying member requirements, determining the most suitable advice pathway, and coordinating the entire advice journey from initial inquiry through to implementation.Key aspects of your role include:
  • Receiving and triaging member advice requests through our Service Excellence Centre
  • Determining appropriate advice types and service packages tailored to individual member needs
  • Scheduling appointments and preparing comprehensive client files using our XPLAN system
  • Coordinating implementation of agreed advice strategies, including applications and follow-up
  • Supporting our financial planning team with CRM administration and training
  • Contributing to member seminars and workplace presentations
You'll work closely with both members and financial planners, ensuring seamless communication and exceptional service delivery throughout the advice process.About youYou're an organised professional with experience in administrative or associate roles, ideally within financial services. You understand the personal financial planning process and can communicate complex information clearly to diverse audiences.We're looking for someone who brings:
  • Previous administrative experience in a corporate environment (financial planning experience highly valued)
  • Strong verbal and written communication skills with attention to detail
  • Ability to prioritise tasks, work autonomously, and meet deadlines consistently
  • Experience with financial planning software (XPLAN knowledge particularly beneficial)
  • A collaborative mindset and commitment to excellent customer service
Essential qualifications:
  • Completed or currently studying towards a Graduate Diploma of Financial Planning,
  • Kaplan Generic Knowledge + Tier 1 Superannuation - General Advice (or similar from another provider)
  • Diploma of Financial Planning or Superannuation (CPD Maintained)
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 usAt 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 inclusionWe 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.

Hostplus