Job Description
How will you make an impact?
You will support members with gaining greater financial wellness through the provision of limited scope personal advice.
The opportunity
As a key member of our Superannuation Advice team, you’ll be the first point of contact for members seeking personalised financial guidance. You’ll deliver high-quality, limited-scope (intrafund) advice via video conference, phone, and face-to-face meetings. Where members require more comprehensive support, you’ll refer them to Hostplus’ in-house Financial Planners and Scaled Advisers.
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.