Superannuation & Retirement Coach at UniSuper · Brisbane

Superannuation & Retirement Coach

Location: Brisbane, Queensland, Australia

About Us

UniSuper is a workplace where highly skilled professionals are empowered to Think Great and deliver exceptional retirement outcomes for our members. With a culture grounded in accountability, collaboration and care, your work contributes directly to members’ longterm financial security.
The UniSuper Advice Business Unit operates as a Centre of Excellence, integrating all channels of advice, education and guidance, digital, professional wealth management, and external adviser partnerships within a single system. The team provides strategic, operational, and governance capability to deliver high-quality, professional advice and guidance that strengthens member outcomes, ensures compliance with AFSL and Trustee obligations, and positions the fund as a market leader.

The role below is plays a key part in advancing this mission through strategic partnerships and member engagement initiatives that amplify the reach, reputation, and impact of UniSuper’s advice ecosystem.

The role

The key focus of this Brisbane based role is delivering a premium member engagement and coaching experience across member locations and virtual channels. You will support members and prospective members with general advice enquiries, goal discovery and pathway guidance while improving engagement with UniSuper’s products, services and digital capabilities.

Furthermore, you will:

• Deliver coaching-led conversations that support goal discovery and pathway guidance for members and prospective members.
• Advise on general superannuation and UniSuper product enquiries across campus, office and virtual locations.
• Support member progression by identifying when personal advice may be required and referring members through the appropriate advice channels.
• Deliver digital activation by promoting online tools and member services.
• Support strong stakeholder relationships while travelling between member, office and regional locations as required.

About you

You are passionate about superannuation and the positive impact it has on retirement outcomes. You enjoy supporting people, building relationships and delivering professional, engaging experiences while working with a high level of autonomy. In addition, you will have:

• Strong knowledge of superannuation, with defined benefit fund experience desirable.
  Experience handling general superannuation enquiries in an advice or relationship management environment.
• Sound understanding of general advice and when members should be referred for personal advice.
• Demonstrated ability to use coaching conversations to understand member needs and guide next steps.
• Strong communication, presentation and relationship-building skills.
• RG146 compliant, with Diploma of Financial Planning or higher preferred.

What We Offer

UniSuper believes 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 is proud of our culture and benefits, which empower our people to achieve their full potential, thrive, and grow their career with us. These include:

• 20 weeks paid parental leave
• $1,500 annual development budget
• Additional paid leave at Christmas
• 17% superannuation contribution

It should go without saying, but at UniSuper, we value and celebrate diversity and inclusion. We believe that 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.