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Financial Planning Administrator

Date: 29-May-2021

Location: Malvern East, VIC, AU, 3145

Company: Australian Unity

  • Join our Advice business in Melbourne
  • Working with a highly experience and successful team
  • We’re for real wellbeing


Join us and thrive


Established in 1840, we’re Australia’s first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we’ve grown to a company of nearly 7000 employees, our focus remains the same as it was 180 years ago — to deliver Real Wellbeing for our customers, members and the community.


This opportunity is positioned within our Advice business.


The Advice business is focused on helping clients to improve their financial wellbeing and ultimately achieve their long-term lifestyle goals.


The continued change in the regulatory regime for advice services, and resulting increased complexity, continues to reinforce the growing need in the community for valued providers of quality advice and services.  The Advice business seeks growth in this context as a differentiated provider, within a mutual organisation that seeks to look after the real wellbeing of Australians.


Your role


This position is responsible for providing administrative and customer service support to Financial Advisers.


  • Coordinate Financial Planner diaries and appointments
  • Client and portfolio management in Xplan
  • Implementation of clients on platforms
  • Implementation and management of risk insurance applications
  • Manage and implement client review process
  • Handle client enquiries
  • General business administration



About you


We are searching for a professional who will join us in striving to live our values of bold, warm and honest, in everything we do. By living out these values, we can show up as Real Life Changers for our members, customers, colleagues and the wider community.


  • Studies in financial planning highly regarded
  • Experience with insurance administration and implementation
  • Experience in financial planning administration highly regarded
  • Knowledge of Xplan highly regarded
  • Knowledge of the MS Office suite


What makes us, us


There are four key attributes that set us apart:


  • Good people: We strive to set ourselves apart through the capability, warmth and expertise of our people.
  • Wellbeing experts: Our breadth of capability enables us to provide smart solutions and services across all domains of wellbeing.
  • Long-term commitment: As a member-owned company, we’ve been focusing on long-term outcomes and single-minded dedication to our members and customers since 1840.
  • Driving positive impact: Everything we do is focused on making a positive difference at a personal, community and societal level.


All these things are infused with our values of bold, warm and honest


For a discussion in confidence about this opportunity, please contact Cam Larkin, Talent Acquisition Lead, 03 8682 6138. www.australianunity.com.au/careers


Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres Strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.


Should an applicant be the preferred candidate, background checks (including police checks, reference checks, ASIC banned and disqualified persons and bankruptcy checks) will be completed prior to the candidate's employment being confirmed. The outcomes of the background checks do not automatically bar candidates; however, will be assessed against the inherent requirements of the job.


Recruitment Agencies


Please be advised that Australian Unity does not accept unsolicited resumes from Recruitment Agencies. Australian Unity will not recognise an entitlement to an introduction or placement fee unless the Agency has been briefed by a member of the Talent Acquisition team on a specific position for which we have requested candidates for.