Advice Support Officer

LocationMelbourne VIC, Australia

Work TypeFull time

Positions3 Positions

Published At:2 hours ago

Category: Financial Advice and Intermediary

How will you make an impact?

Passionate about helping Australians achieve a dignified retirement? As an Advice Support Officer, you'll be the first point of contact in our financial advice process, helping members understand their options, connecting them to the right advice pathway, and coordinating the administration required to deliver a seamless advice experience.

The opportunity

• Support members from their initial enquiry through to advice implementation.
• Assess advice needs and determine the most appropriate advice pathway.
• Coordinate appointments, documentation, and records.
• Liaise with members, financial planners, and external providers.
• Manage administration across the advice lifecycle, including pre- and post-appointment activities.
• Maintain accurate records in Xplan and CRM systems.
• Deliver outstanding service while supporting the efficient delivery of financial advice.

About you

• Diploma of Financial Services (FP) completed or in progress, or a relevant tertiary qualification.
• RG146 Tier 1 compliant (Generic Knowledge and Superannuation).
• Experience in financial planning, superannuation, or a financial services environment is preferred.
• Strong communication, organisation, and stakeholder management skills.
• Highly detail-oriented, able to manage competing priorities, and work autonomously.
• Experience with Xplan and Microsoft Office is well regarded.

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:

• We contribute 3% more to your super on top of the standard employer amount
• A hybrid and flexible work environment
• Dedicated per person development budget to support your growth
• 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
• 20 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
• Community service leave
• Salary continuance insurance
• Access to long service leave at 5 years
• Access to subsidised financial advice

Just to name a few!

About us

At Hostplus, we passionately provide around 2 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 a responsibility to act in the best interests of our members. As part of this, all employment offers are subject to the successful completion of pre-employment screening requirements. These include, but are not limited to, a National Police Check, Bankruptcy and Insolvency Check, and verification of qualifications and professional credentials.

Applicants must also have current and unrestricted work rights in Australia, as sponsorship is not available for this role.