Technical Consultant

2 weeks ago

Perth, Australia BT Financial Group Full time

Opportunity to join the BT Advice Technical business
- Full-time, permanent Perth WA based (hybrid working) or open to location

**How will I help?**

BT Financial Group (BT) is the wealth management arm of the Westpac Group. The BT Advice Technical team is responsible for educating and supporting financial advisers and businesses that support the BT Platform offering, through the delivery of educational webinars to advisers (virtual and face to face), through the provision of a telephone hotline service for adviser queries on clients strategies, as well as through the publication of a range of written materials.

Reporting to the Head of Financial Literacy & Advocacy, the purpose of this role is to deliver high quality technical support to advisers that support the BT Platform offering via the BT Advice Technical Service hotline, publications, and presentations. The objective of this role is to ensure that key regulatory, technical, and legislative information is made available to advisers in a timely manner and in a way that is easy to understand.

Additional responsibilities include the following:

- Ensure that all of our Technical material is up to date, easy to understand and innovative
- Develop technical content for financial planner publications (including Technical Bulletins/Updates, Strategy Papers, TECHknow and pocket/reference guides)
- Participate in technical training sessions for advisers through various forums, including Professional Development Days
- Contribute to the development of a suite of presentation and supporting materials in a number of technical areas (including, but not limited to, superannuation, taxation, social security, estate planning and insurance)
- Provide high quality support to our adviser network via the BT Advice Technical Services phone line
- Liaise with other business units to ensure the delivery of timely, accurate and quality advice Act as a key contact with Marketing to ensure other collateral material is maintained and up-to-date for all technical references

**What’s in it for me?**

BT is one of Australia's leading wealth management brands. As part of Westpac Group, BT has been helping Australians build and protect their wealth since 1969. We provide investment and superannuation solutions to help you prepare for today and tomorrow. We aim to provide a dynamic, supportive, friendly environment and culture for all. We have a drive for success and offer genuine career growth and development opportunities for committed team members looking for a career in financial services.

**What do I need?**

To be successful you will have the following:

- Experience in a technical role within wealth/financial planning sector
- Understanding of financial planning industry and processes
- Tertiary qualifications in a business related discipline
- Qualifications in a financial planning related discipline
- Superior communication skills
- Understanding of current Superannuation including technical, regulatory and legislative information ideal Strong presentation and influencing skills

**What’s it like to work there?**

As well as a great culture, joining the Westpac family means you will get some of the best banking, wealth and insurance benefits in the market.

We back our employees by helping them work towards industry-recognised qualifications, using online learning, training modules and career planning tools for you to grow with us. We will even pay you to do volunteer or community work.

As an equal opportunity employer, we are proud to have created a culture and work environment that values diversity and flexibility - and champions inclusion.

**How do I Apply?**

**Do you need reasonable adjustments during the recruitment process?

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