Advice Consultant

Posted 3 Days Ago
Be an Early Applicant
Melbourne, Victoria, AUS
Hybrid
Entry level
Financial Services
The Role
Engage members through phone, web chat, and written correspondence to understand financial advice needs, assess suitable advice pathways, explain services, coordinate adviser appointments, manage leads and enquiries, maintain accurate records, and collaborate with internal and external teams to deliver positive member outcomes and improve processes.
Summary Generated by Built In

At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. Thats why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow and deliver better outcomes for members. We are dedicated to building a high-performance environment underpinned by a strong risk culture, ensuring we deliver the best outcomes for our members

Your New Role (12-month fixed term role) 

As an Advice Consultant in our Guidance and Advice team, you will be a key point of contact for members seeking financial advice services. You will understand each member’s needs, guide them towards the most appropriate advice pathway and make advice options and processes clear and accessible.

You will also support the delivery of advice services by coordinating appointments, managing member leads and working collaboratively with internal and external stakeholders. Your contribution will help create smooth member handovers and positive service experiences. 

Key duties include but are not limited to;

  • Engage with members and prospective members by telephone, web chat and written correspondence to understand their financial advice needs.
  • Assess member circumstances and determine the most appropriate advice solution, including internal, external and digital advice services.
  • Explain advice options, services and processes clearly, enabling members to make informed decisions.
  • Coordinate adviser appointments, including bookings, rescheduling, cancellations and adviser allocation.
  • Manage member leads and enquiry queues, ensuring advice requests receive timely follow-up.
  • Maintain accurate records of member interactions, advice requirements, referrals and outcomes.
  • Work with contact centre, complaints, operations and advice teams to resolve enquiries and support positive member outcomes.
  • Contribute to process improvements, service optimisation and the adoption of new technologies and systems. 

What You’ll Need

  • Relevant superannuation industry experience and an RG146 qualification.
  • Excellent written and verbal communication skills, including the ability to explain complex financial concepts simply.
  • Strong customer service and relationship management skills, with a focus on delivering positive member outcomes.
  • The ability to assess different member circumstances and identify an appropriate advice pathway.
  • Strong problem-solving, organisational and prioritisation skills, with the ability to balance competing demands.
  • High attention to detail and a commitment to accurate records and data integrity.
  • Strong digital literacy and confidence working across multiple systems and technologies.
  • A collaborative and adaptable approach, with a willingness to learn new systems, technologies and processes. 

 

Life at AustralianSuper

AustralianSuper is committed to colleague development, and we support our people with ongoing learning, coaching and training, as well as career opportunities across our expanding global organisation. We offer generous leave entitlements and promote a blended working environment in which all roles can flex, and we’re happy to discuss what this looks like for you. 

We cultivate a workplace that champions safety, respect, inclusiveness and diversity. We are committed to supporting our diverse workforce in a way that is inclusive and embraces diversity in all its forms. If you require any reasonable adjustments to the recruitment process or the role, please let our recruitment team know. 

What’s Next


Apply now, if you share our values of Energy, Integrity, Generosity of Spirit and Excellent Outcomes and would like the opportunity to work in a challenging, growing and rapidly evolving team to deliver outstanding results.

AustralianSuper uses AI to review resumes and conduct initial phone interviews. This involves processing your resume, cover letter, and voice recording in Australia and the USA to help assess your suitability for the applied role. When invited to an AI phone screening, you may opt for a traditional phone screening instead. For information on how we handle your personal data, please refer to our Candidate Privacy Policy:
https://www.australiansuper.com/careers/candidate-privacy-notice

Agencies please note: this vacancy is being managed directly by AustralianSuper’s Talent Acquisition team. We will contact our preferred agency partners should we require additional support. Thank you.

Skills Required

  • Relevant superannuation industry experience
  • RG146 qualification
  • Excellent written and verbal communication skills
  • Ability to explain complex financial concepts simply
  • Strong customer service and relationship management skills
  • Ability to assess member circumstances and identify an appropriate advice pathway
  • Strong problem-solving, organisational, and prioritisation skills
  • Ability to balance competing demands
  • High attention to detail and commitment to accurate records and data integrity
  • Strong digital literacy and confidence working across multiple systems and technologies
  • Collaborative and adaptable approach
  • Willingness to learn new systems, technologies, and processes
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The Company
HQ: Melbourne
1,588 Employees
Year Founded: 2006

What We Do

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. By participating in the AustralianSuper’s LinkedIn community, you agree to adhere to our House Rules: ausup.me/HouseRules ______________________________________________________________________________________ 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.

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