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Full-time
Personal development budget, Community, Culture & Wellbeing leave, Mental, physical and financial wellbeing initiatives
Posted 21h ago
Apply by Aug 24
~40 hrs/week
Responsibilities
The coordinator will support advisers by preparing advice documentation, managing client files, and implementing financial recommendations. They will also act as a primary point of contact for members, handling enquiries and facilitating face-to-face interactions.
Requirements
Candidates should have exposure to the financial planning, superannuation, or broader financial services industry. Strong organizational skills, attention to detail, and a proactive, team-oriented mindset are essential for success in this role.
Full job description
Position based in Canberra
Work closely with advisers and gain exposure across the full advice process
Join a collaborative team where learning and development are genuinely supported
About Us At UniSuper, we are dedicated to delivering exceptional retirement outcomes for our members. With a long history in the University sector, we are a place where future-minded Australians come together.
UniSuper Advice is the Home for Advice Professionals. We provide members with trusted advice that supports confident financial decisions, through personal advice, digital solutions, education and strong partnerships with independent financial advisers. Our work is grounded in professionalism, collaboration, and better retirement outcomes for members.
The Opportunity This role sits at the heart of our Advice function, supporting advisers to deliver high quality outcomes for members. You’ll be hands-on in preparing advice documentation, working with external fund providers, and implementing recommendations to make sure everything lands accurately and on time.
Working closely with a small group of advisers, as well as external stakeholders such as super funds and platforms, you’ll play a key role in keeping things moving and ensuring a seamless experience from recommendation through to implementation.
You’ll also support members with general enquiries, including face-to-face interactions, helping create a positive and approachable experience. This is a varied role that combines coordination, detail-focused work and problem solving, and offers a strong foundation for anyone looking to build their career in financial planning.
Key Responsibilities:
Support advisers with preparing advice documents, applications and client materials
Implement financial advice recommendations accurately and efficiently
Liaise with external fund providers and platforms to manage applications and confirm details
Act as a point of contact for members, including face-to-face interactions, giving you direct exposure to member engagement
Maintain and manage client files, records and workflow
Ensure all work is completed in line with compliance and regulatory standards
Support general office management and ad hoc administrative tasks alongside day-to-day responsibilities
About You You’ll bring some exposure to the financial planning industry, or a closely related area such as superannuation, tax or broader financial services, and are looking to build on that foundation. This role would suit someone who has a basic understanding of the fundamentals of advice.
This is a role where attitude and approach matter just as much as experience. You’ll be part of a collaborative, fast-moving environment, supporting advisers and working across a range of stakeholders. We are looking for someone who is proactive, open to feedback and genuinely motivated to learn.
To be successful, you’ll bring:
Exposure to financial planning, superannuation or financial services
Strong organisation and time management skills, with the ability to manage competing priorities
High attention to detail and accuracy in your work
Clear and confident written and verbal communication skills
A client-focused approach and commitment to quality outcomes
A positive, team-oriented mindset with a willingness to learn and develop
What we offer We believe that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office. UniSuper’s high performance culture is supported by a range of benefits that demonstrate our commitment to ensuring our employees achieve their full potential, thrive, and grow their career with us. These include:
A personal development budget of $1500 to support employees in their professional growth
Community, Culture & Wellbeing leave
Mental physical and financial wellbeing initiatives
At UniSuper, we value and celebrate diversity and inclusion in our workplace, where everybody can thrive. We believe that having a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don’t meet all the requirements listed.
UniSuper is one of Australia’s largest superannuation funds and is run for the benefit of its members.
Industry
Financial Services
Company size
501-1,000 employees
Founded
2000
Headquarters
Melbourne, VIC
LinkedIn followers
40,350
UniSuper is one of Australia’s largest superannuation funds and is run for the benefit of its members.
For over forty years, UniSuper has been managing super for people employed in the higher education and research sector, and as of 2021 opened the fund to all Australians. UniSuper currently invests approximately $158 billion on behalf of approximately 670,000 members^.
^As at 30 June 2025.