Advice Support Officer
Core
First point of contact in the financial advice process, helping members understand options and coordinate administration to deliver a seamless advice experience.
Role type
Advice Support Officer
Builds
Financial advice implementation pathway for superannuation members
Domain
Financial services / Superannuation
Deliverable
client delivery
Required skills
Financial planning knowledge, superannuation expertise, CRM system management, appointment coordination, record keeping, stakeholder liaison
Preferred skills
Diploma of Financial Services (FP), RG146 Tier 1 compliance, Xplan experience, Microsoft Office proficiency
Responsibilities
Support members from initial enquiry through advice implementation, assess advice needs and determine appropriate pathways, coordinate appointments and documentation, liaise with financial planners and external providers, maintain accurate records in Xplan and CRM systems
Seniority
Entry to Mid-level, operational support role
