This is a Team Leader - Financial Advice role with MUFG Pension & Market Services based in Melbourne, VIC, AU MUFG Pension & Market Services Role Seniority - mid level, senior More about the Team Leader - Financial Advice role at MUFG Pension & Market Services 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. MUFG Pension & Market Services is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6500 employees across 4 continents and continue to grow every day. MUFG Retirement Solutions is the largest business under MUFG Pension and Market Services and we are the leading administrator for super funds in Australia. Many of our clients are household names. We are well positioned within a growing superannuation industry, combining our rich legacy with a fast-paced environment that enables rapid career growth. We are a diverse team with employees from various cultural and linguistic backgrounds, and we make sure to celebrate the successes of our clients and our people. About the Role We’re looking for an Advice Team Leader to guide and develop a high‑performing Advice team. In this role, you’ll lead operational performance, ensure the delivery of quality and compliant advice, build strong internal referral relationships, and support the continuous uplift of adviser skills, processes, and systems. What You’ll Do Lead and manage Adviser performance to meet productivity, quality, and business targets. Oversee workflow, SLA management, and Statement of Advice (SOA) delivery standards. Drive strong internal referral partnerships through reporting, stakeholder meetings, and relationship management. Support the rollout of system improvements, process enhancements, culture initiatives, and client project delivery. Oversee onboarding, capability development, monthly catch‑ups, and team meetings. Support call monitoring, audits, escalations, and complaint investigations to meet AFSL requirements. Assist with diary optimisation, team resourcing, and occasional client appointment coverage. Contribute to strategic change initiatives and support the overall operational direction of the Advice business. What You’ll Bring Strong leadership capability with excellent communication and influencing skills. Effective time management and confident decision‑making. Adaptability and the ability to guide teams through organisational and strategic change. High emotional intelligence with a human‑centred leadership style. Strong analytical skills and attention to detail. Proficiency in Xplan and Aaspire systems. Solid technical knowledge of superannuation and personal advice. Advanced Diploma of Financial Services (Financial Planning) / RG146, or working toward FASEA requirements (or Graduate Diploma of Financial Planning). Relevant tertiary qualifications in financial planning, economics, business, finance, or accounting (desirable). Listed on the ASIC Financial Adviser Register. Some of our Employment Benefits Flexible Working – hybrid model enabling our employees to work in the office and at home Purchased Leave, Parental Leave, Volunteer Leave, Gender Transition Leave, Well‑being Leave Employee Recognition Program Talent Referral Program Salary Sacrificing via Superannuation Employee Assistance Program Learning & Development – self‑paced learning and educational assistance Employee discounts – including Bupa and Microsoft Novated Car Leasing Culture at MUFG Pension & Market Services 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 our company 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. How to Apply Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role. 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. Before we jump into the responsibilities of the role. No matter what you come in knowing, you’ll be learning new things all the time and the MUFG Pension & Market Services team will be there to support your growth. Please consider applying even if you don't meet 100% of what’s outlined Key Responsibilities Leading and managing adviser performance Driving internal referral partnerships ⚙️ Supporting system improvements Key Strengths Leadership capability Analytical skills Proficiency in Xplan and Aaspire systems Tertiary qualifications in financial planning ❤️ Emotional intelligence Adaptability A Final Note: This is a role with MUFG Pension & Market Services not with Hatch.
