How will you make an impact? Are you passionate about making a positive impact to our members' dignified retirement? You will support members with gaining greater financial wellness through the provision of limited scope personal advice.The opportunityJoining our superannuation advice team, you will be the first point of contact for members seeking more detailed financial advice. You'll provide video conference, phone, and face-to-face limited scope / Intrafund advice to our members, as well as referring appointments to Hostplus' in-house Financial Planners and Scaled Advisers where advice needs are more complex.Some of your key responsibilities will be:Provide members, as appropriate, with accurate and timely, limited scope intra-fund personal advice in accordance with relevant AFSL policies and related regulatory requirements.Participate as required in the provision of limited scope intra-fund advice at Employers within our employer network.Generate referrals and appointments for Hostplus' scaled advisers and financial planners.Participate as required in marketing campaigns, promotions, and other strategic activities involving the financial planning department.About you:To be successful in this position you must be RG146 & must have passed the FASEA exam and have a Graduate Diploma of Financial Planning or attained the minimum education and training standards, met the requirements or are scheduled to finish prior to 1 January 2026.You'll have demonstrated experience in financial planning, paraplanning, or a similar client servicing position and a sound working knowledge of superannuation, investment, and insurance products and knowledge of these products' use in the execution of financial advice strategies.Practical knowledge of, and experience in using, financial planning software and CRM systems (XPlan or similar) and the maintenance of detailed client and practitioner notes and records using such systems.Sound knowledge of relevant superannuation and taxation legislation, including SIS, SG, FOFA, and MySuper regulations.A high commitment to delivering quality advice and service whilst being an active member of a productive team, including the ability to work effectively with a diverse range of people.Well-developed written & verbal communication and interpersonal skills.High level of self-management in order to manage a busy work schedule, work autonomously, and a willingness to embrace ambiguity and change.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.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 usAt Hostplus, we passionately provide our over 1.7 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 passionate about creating an inclusive workplace that promotes and values diversity. We believe diversity of thought, background, and experience strengthens relationships and delivers meaningful benefits to our people, our members, and the communities we operate in. We welcome and encourage applications from people of all backgrounds, ages, religions, including Aboriginal and Torres Strait Islander Peoples, LGBTIQ+ people, those with a disability, neurodiverse individuals, women, and people with a cultural or linguistically diverse background.If a reasonable adjustment is required to assist you during the recruitment process, please reach out to us via email at ****** 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.About the companyHostplus is the industry superannuation fund for employees in hospitality, tourism, recreation, and sport. Join now and get super informed.
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