Logo of Huzzle

Advice Implementation Consultant

Applications are closed

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Customer Relations
    Banking & Finance
  • Melbourne

Requirements

  • • Previous experience working in a financial advice practice.
  • • Strong attention to detail and problem-solving skills.
  • • Strong organisational skills with the ability to prioritise autonomously.
  • • Excellent written and verbal communication skills
  • • Excellent time management skills and the ability to prioritise work
  • • Proficiency in MS Office (MS Word, SharePoint, and Excel in particular)
  • • RG146 qualified, or willing to attain
  • • Australian or New Zealand citizenship or Australian permanent residency status is required.

Responsibilities

  • Receive advice implementation requests. Manage workflow and underlying tasks in Xplan.
  • Preparing and checking forms and documentation for accuracy and/or missing information.
  • Record/scan all documentation for submission and storing in Xplan.
  • Lodging applications and documentation to service providers and funds.
  • Be a contact point for financial planners, members and service providers/funds throughout the implementation process.
  • Proactively liaise with service providers, members, administrators etc. as required.

FAQs

What is the role of an Advice Implementation Consultant at AustralianSuper?

The Advice Implementation Consultant manages the end-to-end implementation of tailored personal advice, liaises with external funds and service providers, and serves as a point of contact for financial advisers and clients throughout the implementation process.

What experience is required for this position?

Previous experience working in a financial advice practice is required for this role.

What key skills are essential for this role?

Essential skills include strong attention to detail, problem-solving abilities, excellent written and verbal communication, strong organizational and time management skills, and proficiency in MS Office applications, particularly Word, SharePoint, and Excel.

What qualifications are needed for this position?

RG146 qualification is required, or the willingness to attain it.

What opportunities for career development does AustralianSuper offer?

AustralianSuper is committed to colleague development and offers ongoing learning, coaching, training, and career opportunities across its expanding global organization.

How does AustralianSuper support workplace diversity and inclusion?

AustralianSuper cultivates a workplace that champions safety, respect, inclusiveness, and diversity, actively supporting a diverse workforce in an inclusive manner.

Is there flexibility in work arrangements?

Yes, AustralianSuper promotes a blended working environment where all roles can be flexible, and they are open to discussing what this looks like for individual team members.

What should I do if I need adjustments during the recruitment process?

If you require any reasonable adjustments during the recruitment process, you should inform the recruitment team at AustralianSuper.

What is AustralianSuper's commitment towards its members?

AustralianSuper is committed to helping members achieve their best possible retirement outcomes, operating as a profit-to-member superannuation fund.

As Australia’s largest superannuation fund, we’re here to help members achieve their best possible retirement outcome.

Finance
Industry
1001-5000
Employees
2006
Founded Year

Mission & Purpose

AustralianSuper is for everyday Australians and businesses; we help invest members’ money to create the best possible retirement outcomes for members. More than 3 million members and 440,000 businesses trust us to invest more than AU$270 billion on their behalf. One in 8 working Australians are a member of AustralianSuper, the nation’s largest superannuation fund. Our size has given us the ability to leverage significant investment opportunities for long term performance and low fees that are passed on to our members. With services and advice that simplify super for business including a free clearing house, secure online transactions, dedicated relationship managers, education and help. It’s easy to see why we’ve been a top performing fund. ----------------------------------------------------------------------------------------- AustralianSuper is not responsible for other user's comments. We reserve the right to delete any comments that are not in line with our community standards. ______________________________________________________________________________________ Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns. Reference to any awards and ratings are only one factor to be taken into account when choosing a super fund. The information posted by AustralianSuper may be general financial advice which doesn’t take into account your personal objectives, situation or needs. Before making a decision about AustralianSuper, you should think about your financial requirements and refer to the relevant Product Disclosure Statement, available at australiansuper.com/pds or by calling 1300 300 273. AustralianSuper Pty Ltd ABN 94 006 457 987, AFSL 233788, Trustee of AustralianSuper ABN 65 714 394 898.

Get notified when AustralianSuper posts a new role

Get Hired with Huzzle

Discover jobs with AI-powered precision. Autofill and track applications, create tailored resumes, and find the best opportunities across the web – all by simply chatting.

Already have an account?