Advice Relationships Consultant

An exciting opportunity has become available for an Advice Relationships Consultant to join an industry super fund that is experiencing exciting growth.

• Experience in a financial planning, compliance or associate business development level role within the retail financial planning or superannuation sectors is required
• Permanent, full-time, hybrid role based in Melbourne or Sydney CBD
• Competitive remuneration and attractive employee benefits on offer

About the organisation

More than one million Australians trust HESTA with their money. HESTA is a top-performing industry super fund working for real-world impact. We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world.

HESTA is also an inspiring and rewarding place to work. That’s because what we do makes a real difference to the lives of our members. The people who work at HESTA are not only exceptional at what they do, they’re focused on living and creating a strong organisational culture. We’re an industry super fund dedicated to the people who keep our communities going. People who provide some of the best health, education and community services in the world are HESTA members – and we are proud to serve them. As part of your role, you will also identify and develop opportunities to continually improve and enhance services to our members.

Bring your authentic and passionate self to this exceptional role #careerswithimpact

The opportunity

As our fund continues to go from strength to strength, we are looking for a passionate and motivated Advice Relationships Consultant to join our team.  Reporting into the Advice Manager, Member Engagement, you will assist the Advice Relationships Team as they work with external advisers to drive improved member growth and retention.
Your day will see you managing and monitoring all operational tasks in support of your team as well as acting as a conduit between the external financial adviser (EFA) network and our fund administrator.  You will also assist the Advice Relationships Manager to develop and implement strategic initiatives for the benefit of the EFA network including industry events, marketing and digital activity.  Typical tasks will include ensuring compliance and control obligations relating to advice are met to the highest standard. This includes the onboarding and management of the EFA network helping HESTA members, as well as monitoring and managing the EFA digital inbox ensuring adviser enquiries are actioned, and SLAs are met.  

About You

You will have experience working as a financial planner within the retail financial advice space and/or within the superannuation advice landscape.  Alternatively, you might be an associate adviser or advice graduate looking to take the next step in your career.  You will have an understanding of how the superannuation and financial advice sectors intersect as well as the value exchange between the two sectors.  You will have excellent relationship and stakeholder management skills that enables you to work in a collaborative and agile way.  It’s important that you also bring a high attention to detail and enjoy ensuring compliance and control with regards to documentation, processes and systems.  On the odd occasion you will be required to travel,  so having a current drivers licence is necessary, and you will be encouraged to complete an RG146 qualification in support of your professional development. 

Difference is valued

HESTA celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. They are proud to be WGEA accredited as an Employer of Choice for Gender Equity.

To find out more about this exciting opportunity, please don't hesitate to contact Chris Goulas at Care Recruitment on 03 8560 7013 or 0403 128 127.

Applications will close once the appointment has been made.

#LI-DNI