Technical Manager Advice

Full-Time - Sydney - CBD

Date posted
10 May 2019
Applications close
31 May 2019
  • Be a part of our outstanding advice team
  • Leading profit for members fund
  • Fun working environment, wide range of employee benefits


About us:

As one of Australia’s largest superannuation funds, Rest plays a role in the futures of around one in six working Australians. Our people are committed to delivering real benefits for our customers and making a difference as their fund for life – from their first job to their last. As a profit-to-member fund, we put our members first.

At Rest we have a culture built around our values, customer focus, collaboration, courage, integrity and trust. We empower our people to make a difference to our customers and in their own life. We are proud to offer benefits including an open plan modern working environment, flexible working, health and wellbeing programs and tailored development plans to support you be the best you can be.


About the job:

You will work closely with the National Manager, Advice Solutions, to provide advice and technical support and resources for the team. A strategic role, covering reporting, compliance support and acting as an SME to the Advisors; you will be instrumental in bring about new efficiencies within the Advice team.
Ideally suited for an experienced planner or paraplanner looking to step into a more senior role, you will have the opportunity to work in an amazing team, who have a lot of fun whilst focusing on outcomes that are genuinely in the best interest of our members. The team targets reflect this with KPI’s based on quality and net promotor scores.

Key responsibilities for the role include:

Financial planning technology support:

  • Being subject matter expert on Rest’s advice technology
  • Ensuring there are clear procedure manuals, training and support made available to the team.
  • Analysing technology for new processes or improvements to existing processes
  • Verba call recording – ensure this solution meets ongoing business requirements and investigate possible enhancements to Rest’s usage of this solution.
  • TIPT – liaise with the phone advice team and IT solutions to ensure this meets ongoing business requirements.
  • Aaspire and Pivotal
    • Manage user access requests
    • Assist with escalating any issues when they occur
    • Provide reporting in accordance with reporting schedule, and as required.

Compliance support:
 
  • Reporting on system compliance and adequacy
  • Maintaining procedure manuals to ensure proper system usage
  • Monitor digital advice document production for technical issues (reporting and assurance).

About you:
  • Relevant tertiary qualifications
  • RG 146 in superannuation preferred but not essential
  • Demonstrated knowledge of workings of financial planning software.
  • Data and reporting capabilities.
  • Knowledge of the superannuation industry and the associated compliance obligations as they relate to superannuation funds and superannuation trustees and/or strong financial planning background.
  • Experience working on projects with multiple stakeholders (internal and external) and prioritising competing deadlines 
  • Demonstrated ability to train and coach.
  • Demonstrated ability to work in an environment requiring attention to detail and high levels of accuracy

At Rest we believe that everyone has the power to make a difference and we offer an inclusive and diverse environment that values the qualities and backgrounds that our people bring to the team. We encourage open and diverse thinking, collaboration, innovation and high performance.

If this sounds like you, apply now by submitting your resume and a covering letter summarising your experience and outlining why you are interested in the role.

Visit our website to learn more about your next opportunity at Rest to create happier tomorrows for our customers and in your own life at https://www.rest.com.au/about-rest/careers

Please note only people with the right to work permanently in Australia will be considered. 

To apply, click on the “Apply Now” button, fill in the form, attach your CV and cover letter addressing the points above. We look forward to hearing from you.

This website is provided by Retail Employees Superannuation Pty Limited ABN 39 001 987 739, AFSL 24 0003, trustee of Retail Employees Superannuation Trust ABN 62 653 671 394, of which Rest Super, Rest Corporate, Rest Pension and Acumen are part. It contains general advice that has been prepared without taking account of your objectives, financial situation or needs. Before acting on the information or deciding whether to acquire or hold a product, consider its appropriateness and the relevant Product Disclosure Statement (PDS), which is available on this website.

Rest Advice is provided by Rest Advisers as authorised representatives of Link Advice Pty Ltd ABN 36 105 811 836 AFSL 258145

Awards and ratings are only one factor to consider when deciding how to invest your super. Further information regarding these awards can be found at Rest.com.au/about-Rest/awards. Past performance is not an indicator of future performance. SuperRatings Pty Limited does not issue, sell, guarantee or underwrite this product. Go to www.superratings.com.au for details of its ratings criteria. For further information about the methodology used by Chant West, see www.chantwest.com.au