Join a superannuation leader backed by global scale, local expertise and a commitment to innovation.
MUFG Pension & Market Services is Australia’s leading superannuation administrator — partnering with some of the largest and most recognisable funds in the country. In this role, you’ll lead an established Telephone Advice team, influence advice quality and service delivery outcomes, and play a key role in developing adviser capability within a highly regulated, purpose‑driven environment.
Overview
As an Advice Team Leader, you will be accountable for leading and developing a team of advisers to deliver high‑quality, compliant advice to members of our partner superannuation funds. With a strong focus on people development and SLA ownership, you’ll drive productivity, advice quality and workflow outcomes, while supporting the Telephone Advice Manager in stakeholder engagement, projects and continuous improvement initiatives.
Key responsibilities
- Lead, coach and develop a team of advisers, with a strong focus on capability uplift, engagement and performance
- Own team productivity, workflow management and SOA turnaround performance against agreed SLAs
- Provide hands‑on coaching and feedback to improve advice quality, compliance and conversion outcomes
- Supervise diary management and resourcing to maximise weekly adviser productivity
- Build and maintain strong internal referral partnerships, including reporting and monthly stakeholder engagement
- Support onboarding of new advisers and contribute to quarterly PD day delivery
- Assist the Telephone Advice Manager with key projects, change initiatives and process improvements
- Participate in call monitoring, compliance activity and the management of escalations or complaints
About you
You are an experienced superannuation advice professional who enjoys developing people and lifting team performance in a structured, metrics‑driven environment.
You bring:
- Proven people‑leadership experience within financial advice, ideally phone or intra‑fund advice
- Strong coaching capability with a track record of performance uplift
- Sound understanding of superannuation, advice compliance and AFSL obligations
- Confidence managing SLAs, workflow volumes and competing priorities
- High emotional intelligence, clear communication and the ability to influence without authority
- Strong organisational, analytical and time‑management skills
Qualifications & technical experience
- RG146 compliant (Advanced Diploma of Financial Services – Financial Planning or equivalent)
- Progression toward, or completion of, FASEA education requirements
- ASIC Financial Adviser Register (FAR) registration
- Proficient experience with Xplan and Aaspire
- Tertiary qualification in financial planning, finance, business, economics or accounting (favourable)
Some of our employment benefits
- Flexible working – hybrid model combining office and home
- Purchased Leave, Parental Leave, Volunteer Leave, Gender Transition Leave and Well‑being Leave
- Employee Recognition Program
- Talent Referral Program
- Salary sacrificing via superannuation
- Employee Assistance Program
- Learning & Development, including educational assistance
- Employee discounts with partners such as Bupa and Microsoft
- Novated car leasing
Culture at MUFG Pension & Market Services
We are an inclusive employer whose people work collaboratively. We value diverse perspectives and encourage a flexible, blended work environment where our people thrive and their wellbeing is supported. Diversity drives better client outcomes, continuous improvement and growth — and together we achieve our full potential.
How to apply
Ready to take the next step in your career? Apply now with your resume and a detailed cover letter highlighting your skills, experience and suitability for the role.
Candidates must have relevant work rights. Background screening applies prior to commencement.
MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.
Our MUFG Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.
By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.
MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.
We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.
