Team Leader - Advice Delivery

Australian Retirement Trust

  • Brisbane, QLD
  • Permanent
  • Full-time
  • 7 days ago
Are you passionate about financial advice and leading high-performing teams? Australian Retirement Trust is seeking a dynamic and experienced Team Leader – Advice Delivery to lead a team of Financial Advisers in delivering quality, compliant intra-fund financial advice to our members.Why join us?
  • You'll get 14% super as standard, to help your future come alive.
  • Unleash your potential and build a career to be proud of through excellent training and development opportunities.
  • Balance your work between in-person days at our purpose-built hubs and working from home.
  • In the office, enjoy end of trip facilities, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.
About the roleWe’re all about helping our members make the most of their money. And while they go after their goals, you can too. As a Team Leader - Advice Delivery, you’ll play a crucial role in guiding and inspiring your team to provide outstanding financial and retirement advice to our members. You will work closely with your team members, ensuring they are motivated, supported, and equipped to perform at their best. Your leadership will be essential in promoting a collaborative and high-performing team environment.Day to day, you'll:
  • Lead and motivate a team of advice professionals to deliver high-quality intra-fund advice.
  • Drive performance and capability development to meet current and future business needs.
  • Champion member outcomes through coaching, engagement, and continuous improvement.
  • Ensure compliance with legislative and regulatory requirements.
  • Manage escalations, complaints, and complex member requests.
  • Collaborate on harmonisation initiatives to enhance the advice experience.
Location: Brisbane. This role is a permanent opportunity.About youIt goes without saying you'll be a great communicator with top notch interpersonal skills. You foster a collaborative and high-performing team culture, providing clear goals and consistent feedback. Your deep understanding of financial advice and regulatory requirements ensures the team delivers exceptional service.
  • You have proven leadership, people management and coaching experience.
  • You meet the Relevant Providers Education and Training Standards and are able to be appointed to provide personal advice to retail clients.
  • You have experience in identifying and delivering operational efficiencies and developing strategies.
  • You have excellent analytical, written and communication skills.
About usOur 2.4 million members trust us to take care of over $330 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you’ll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.Apply online nowEveryone is welcome to apply. We value diverse thinking, cultures, perspectives, backgrounds, and abilities. Awaken your career at Australian Retirement Trust and apply now. Applications close Sunday, 14 September 2025.We don’t want to leave you with a monstrous wait. So, you’ll hear from us after the closing date to find out whether you’ve made it through to the next round or not. Being fair and up-front is important to us – and recruitment is no different.

Australian Retirement Trust

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