Advice Proposition Manager - TelstraSuper Financial Planning

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1 Advice Proposition Manager - TelstraSuper Financial Planning At TelstraSuper we value our people and our members. We believe Diversity and Inclusion provides us with an edge. It s the difference that counts and fosters greater innovation, stronger problem solving capability, greater member experience and increased engagement among our people. We are committed to being inclusive, and this is supported through our values and company policies and processes. Your new role Reporting to the Manager Practice Operations, your new role will see you enhancing and broadening the Client proposition for TelstraSuper Financial Planning. You will be instrumental in improving the service offering and ensuring the proposition delivers great value to our members. Other key objectives of the role include ensuring product and service solutions enhance our service offering and providing continuous improvement to our policies and processes to enable business best practice. What are we looking for? You are an enthusiastic self-starter who has previous experience working in the centre of an advice business or in a Product and Services role. You love delivering to deadlines, using your initiative and enjoy working independently and as part of a team. You enjoy analysing information and identifying ways to maximise client service and value by introducing new offers or services. You are a skilled communicator, who can guide and work with diverse stakeholders to produce positive outcomes. You pride yourself on your outstanding attention to detail and planning expertise. You have a can-do attitude and are flexible and adaptable. You have experience working within a range of financial advice businesses and developing holistic client propositions. In addition, you have a strong understanding of Investments, Superannuation, Platforms, Insurance and Estate Planning service providers. Non-negotiables Degree in Financial Planning (or Degree in a related discipline and Advanced Diploma in Financial Planning or equivalent) A current member of the FPA or be eligible to join If you would like to be part of an innovative, inclusive and enthusiastic business that encourages you to bring your best to work every single day, we urge you to apply. How to apply To be eligible to apply, you have Australian or New Zealand citizenship or permanent residency. To download a copy of the position description and to find out more about a career with TelstraSuper, please visit our website

2 For a confidential discussion about this role please contact Christina on To submit an application, send us a copy of your CV via recruitment@telstrasuper.com.au Applications close Friday 20 th July, 2018 Please note: Interviews may be held prior to application close date

3 Position Description Part A - Role Specification Role Title: Advice Proposition Manager Classification: Team Leader/Specialist Firg Code: Business Unit: TSFP Reports to: Manager Practice Operations Direct reports: NA Position Objective (3-4 key reasons why this role exists) Enhance and/or broaden the Client proposition for TSFP CAT and LAT clients to improve the service offering and ensure the proposition delivers good value for money, in line with TSFP Strategic Plan and TSPL Corporate Business Plan Ensure product and service solutions align with TSFP s client service offerring and provide strong solutions for advice implementation Contribute to the continuous improvement of policy documentation suite to ensure it aligns with business best practice and provides suitable guidance to all TSFP employees Key Responsibilities and Duties of the role Client Proposition Seek and monitor stakeholder feedback (member, staff, management team) and adjust CAT and LAT service offers in response Monitor competitive market positioning to ensure CAT and LAT service offers remains market leading and are optimised to provide excellent value to the member base Work with Practice Operations Team to evaluate impact of legislative change on advice strategy and service offers Broaden the CAT advice offer to cover additional advice topics in response to member demand and in line with TSFP s approved product and strategy policies Enhance the CAT ongoing advice service to maximise the delivery of valued services, optimise client satisfaction and retain clients on the service for as long as is appropriate Contribute to the continuos improvement of the efficiency of advice delivery Product and Services Ensure the product and service suite remain market leading and offer the best solutions for

4 implementing TSFP advice Conduct due diligence on new platforms, products and service partners as required to ensure any expansion or change in advice provided can be suitably implemented Work with the Practice Operations Team to ensure product and service benchmarking is regularly conducted Relationship manage product and service partners to ensure they positively support TSFP Support Manager Practice Operations with off-apl approval requests as required Policy Documentation Other Consider and update TSFP policy documentation including Policies, Business Rules and Practice Guidelines impacted by proposition, product or service changes or as a result of regular reviews to ensure they are clear, concise and accessible to staff Work with Operations & Support Manager to assist with planning effective change management for any product, service or proposition change Work with the Practice Operations Team to ensure materials required to support any change such as templates & calculators, training programs, staff or client communications are delivered effectively and in the required time frame Act as alternate member of Telstra Super or TSFP standing committees for the Manager, Practice Operations as required Liaise with other business units of TSPL especially in relation to legislative, operational and environmental changes affecting TSFP Advice, products or services Key resource in regard to product and proposition for TSFP or TSPL projects or initiatives Contribute to other projects and initiatives as required to assist the Practice Operations Team Quantitative and Financial Dimensions Is this role responsible for any budget? Delegations, Authority Levels, and Decision Making (including decisions made by incumbent as well as referrals to higher authority) No specific BAU budget line responsibility, but will be responsible for delivering project/initiatives on time and on budget This role carries TSFP delegation level 4 and liaises with: Limited Advice Team Comprehensive Advice Team Practice Operations Team Compliance Business Partner TSFP Management Various Teams across TSPL

5 Part B - Person Specification Commercial Skills & Qualifications What formal education is required to competently perform the responsibilities of the job? Desired Experience Profile Include relevant industry experience, practical knowledge or area of specialty required to competently perform the role. Degree qualification in Financial Planning or a related discipline is required Applicants must have attained Advanced Diploma Financial Planning or equivalent, or be on track to attain by 31/12/2018 Chartered Financial Analyst designation would be well regarded Current member of the FPA or eligible to join Experience working within a range of financial advice businesses and influencing client propositions Strong understanding of Investment, Superannuation, Platform, Insurance, Debt, Estate Planning products and/or service providers Understanding of common advice strategies Strong research skills, ability to work independently and deliver to required time frames Strong communication and presentation skills Part C Additional Information Additional Information Any significant aspects of the role that has not been N/A covered elsewhere within this document. This description is indicative of the range of job requirements and accurately reflects the requirements of the role at the time of writing. Due to the nature of the work environment changes may occur to this role over time. This job comprises other duties as required.

6 MEMBERS FIRST MUTUAL RESPECT EMPOWERMENT CHALLENGE THE NORM We see through our members eyes as they are our reason for being. We value diversity and openness and treat ourselves and the Telstra family with respect. We trust and support our people to take personal accountability for actions and outcomes. We are always motivated to improve and act with the future in mind. Appreciate the importance of our members and act with their best interest in mind Understand the impact of own contribution on Telstra Super s members Exert loyalty to members and communicate an understanding of their needs Undertake initiatives to promote and imbed the members first message across the business Provides polite and respectful service and builds rapport Promote integrity and honesty to all associates of the Telstra family Encourage diversity, equal opportunity and fairness in practice Reciprocate mutual respect to all colleagues and team members Behave according to ethical guidelines Utilise Telstra Super s resources responsibly Take responsibility and be relied upon to carry out tasks effectively Use mistakes as a learning curve for improvement and progression Take ownership of own work and feel empowered to make decisions Look for opportunities to contribute to the teams dynamic Continuously seek feedback and responds proactively Seeks to optimise process efficiencies and improve the use of resources Often looks for new ways to expand processes Maintains high standards of performance and adapts to a rapidly changing environment Actively participates in training and development to aid improvement Demonstrates the capacity and willingness for continuous learning