Financial Advice Leader

6 months ago


Sydney, Australia Chartered Accountants ANZ Full time

We encourage Passion to Grow and improve

Financial Advice Leader
- Advocacy Expertise: Lead research, policy drafting, and advocacy across the superannuation, tax and financial services
- Drive thought leadership by researching and drafting papers on policy matters relevant to CA ANZ members
- Communicate effectively with key internal and external stakeholders, ensuring an outstanding member experience

ABOUT THE ROLE
Reporting to Superannuation and Financial Services Leader, you will be responsible for strengthening our influence through research, drafting policy positions, and engaging with key stakeholders in the national and international financial services policy arena.

**Key responsibilities**:

- Advocacy Leadership - research, draft policy positions, and advocate on financial advisory services policy priorities. Engage with external stakeholders, manage policy-related activities, and balance members’ interests with public interest.
- Thought Leadership - reach and draft papers on policy matters relevant to CA ANZ members in financial advice. Manage projects to develop Thought Leadership Publications and events
- Member Support: Provide ongoing support to members practising in financial services. Communicate regularly and effectively with key internal and external stakeholders.

ABOUT YOU
You will have demonstrated experience in financial advisory services, policy advocacy, and legal compliance within Australia.

**To be successful in this role, you will also possess**:

- Industry Expertise: Expert knowledge of the financial services industry, including historical development.
- Communication Skills: Exhibit outstanding written and verbal communication skills with meticulous attention to detail.
- Team Player: Demonstrate strong ethical values, function well as a team player, and uphold commitment to high-quality standards.
- Member Experience: Deliver an outstanding member experience for Chartered Accountants practising in financial services within a rapidly changing environment.

ABOUT US
Chartered Accountants Australia and New Zealand (CA ANZ) represent more than 136,000 financial professionals, supporting them to build value and make a difference to the businesses, organisations, and communities in which they work and live.
Around the world, Chartered Accountants are known for their integrity, financial skills, adaptability, and the rigour of their professional education and training.

WHAT’S IN IT FOR YOU
When you join us, you have an opportunity to develop great skills and strong networks and do something different and fresh with your career. To help you in your journey, our benefits include lifestyle discounts, access to LinkedIn Learning, and a hybrid working model that allows you to work from home but also time in the office for engagement and collaboration.

HOW TO APPLY



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