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Financial Assurance Specialist

2 months ago


Brisbane, Queensland, Australia Australian Retirement Trust Full time
{"title": "Advice Assurance Specialist", "description": "About the Role

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."}