Job summary
Great opportunity to work within an industry super fund providing general advice and helping our members achieve their retirement outcomes. The role is open to applicants based in Melbourne.
About Vision Super
At Vision Super, we've been entrusted with Australians' retirement savings for over 75 years. As an industry super fund, we focus on delivering exceptional outcomes for our members' futures. Our culture is built around collaboration, support, and innovation.
About the role
The General Adviser – RHC is responsible for delivering Retirement Health Checks to Vision Super members and providing general advice on our superannuation products. This role directly supports Vision Super's strategic objectives of
member retention, growth, and maximising retirement outcomes
.
A Retirement Health Check is often the first interaction our members have with the Member Advice team. It allows our members to speak to us and receive detailed projections, based on their entire financial position, of what their retirement income and position may be.
This role will see, you meet with members digitally and in person, prepare RHC documentation, and appropriately triage members for limited or comprehensive advice. You'll also support the broader Member Advice team when required. This role will allow you to engage with members on a much deeper level than in a normal general advice or factual role.
Key Responsibilities
* Conduct Retirement Health Checks (RHC) with members and prepare RHC documentation.
* Provide general advice on Vision Super's products.
* Identify member needs and refer to limited or comprehensive advice where appropriate.
* Assist with booking appointments and responding to member enquiries.
* Provide phone-based support during peak periods.
* Contribute to broader Member Advice team tasks and administration as needed.
About You
We are looking for a team member who:
* Has 1–3 years' experience in paraplanning, financial planning, superannuation fund administration, or contact centre.
* Possesses a strong understanding of the superannuation industry and financial planning regulation.
* Demonstrates excellent communication skills, with the ability to explain complex issues simply and clearly.
* Is confident in engaging with members both over the phone and in person.
* Has strong administrative, computer, and numeracy skills.
* Holds a Diploma in Superannuation or Financial Planning.
Why Apply?
This is an opportunity to play a key role in supporting members at a critical stage in their retirement journey, while contributing to Vision Super's growth and retention goals. You will be part of a collaborative and supportive team, working in an environment that values professionalism, integrity, and member outcomes.
How to Apply
If you're ready to take on this exciting challenge and help our members to achieve their retirement outcomes we'd love to hear from you.
Click the
"Apply Now"
button to submit your CV, highlighting your experience and skills relevant to the General Adviser role at Vision Super. We look forward to learning more about you by
COB Friday 30th January 2026
We warmly welcome applications from people of all backgrounds, experiences, and identities. We celebrate diversity and are dedicated to fostering an inclusive, supportive environment where everyone can thrive.
Please note:
To be considered for this permanent role, applicants must have Australian or New Zealand citizenship or permanent residency.