Work closely with advisers and gain exposure across the full advice processJoin a collaborative team where learning and development are genuinely supportedAbout UsAt 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 OpportunityThis 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 materialsImplement financial advice recommendations accurately and efficientlyLiaise with external fund providers and platforms to manage applications and confirm detailsAct as a point of contact for members, including face-to-face interactions, giving you direct exposure to member engagementMaintain and manage client files,



records and workflowEnsure all work is completed in line with compliance and regulatory standardsSupport general office management and ad hoc administrative tasks alongside day-to-day responsibilitiesAbout YouYou'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 workplace, 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 servicesStrong organisation and time management skills, with the ability to manage competing prioritiesHigh attention to detail and accuracy in your workClear and confident written and verbal communication skillsA client-focused approach and commitment to quality outcomesA positive, team-oriented mindset with a willingness to learn and developWhat we offerWe 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 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 $**** to support employees in their professional growthCommunity, Culture & Wellbeing leaveMental physical and financial wellbeing initiativesAt 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.
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📌 Client Services Coordinator (Canberra)
🏢 UniSuper
📍 Canberra