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Financial Assurance Specialist
2 months ago
We're committed to helping our members make the most of their money. As an Advice Assurance Specialist, you'll play a crucial role in enabling Financial Advisers to deliver quality personal advice.
Key Responsibilities:
- Review and assess the personal advice prepared by new and existing Financial Advisers.
- Work with Advice Coaches, Team Leaders, and other management to remediate identified advice quality matters in a timely manner.
- Review quality and compliance of personal advice prepared through the Online Advice channel.
- Raise issues/incidents identified and record findings in the Australian Retirement Trusts risk management tool.
About You
You'll be a dynamic professional with strong technical knowledge of financial products and advice strategies, coupled with a deep understanding of financial services legislation and regulatory requirements.
Requirements:
- Advanced Diploma of Financial Services (Financial Planning) or equivalent tertiary qualification.
- Intermediate knowledge of financial planning software.
- Ability to work autonomously with a high degree of initiative and motivation.
- Current or recent registration on the ASIC Financial Advice Register as a Financial Planner (desirable).
About Us
Australian Retirement Trust is a leading provider of retirement savings solutions, with 2.3 million members and $300 billion in assets under management.
We're committed to creating an inclusive culture where you'll be valued and heard in a respectful workplace.
Apply Now
We welcome diverse thinking, cultures, perspectives, backgrounds, and abilities. Apply now to join our team and awaken your career."}