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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 seeking a skilled professional to join our Practice Management team as an Advice Assurance Specialist. This role is a 6-month max-term opportunity.

As an Advice Assurance Specialist, you'll play a critical role in enabling Financial Advisers to deliver quality personal advice. Your key responsibilities will include reviewing and assessing personal advice prepared by new and existing Financial Advisers, working with Advice Coaches and Team Leaders to remediate identified advice quality matters, and reviewing the quality and compliance of personal advice prepared through the Online Advice channel.

You'll be working in a dynamic environment where you'll have the opportunity to build a career to be proud of through excellent training and development opportunities. Our inclusive culture means you'll be valued and heard in a respectful workplace.

About You

We're looking for 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. Your expertise in the financial advice process, along with your ability to effectively plan, prioritise, and manage competing activities, will be crucial in meeting our business expectations.

Key Requirements

  • Advanced Diploma of Financial Services (Financial Planning) or equivalent tertiary qualification
  • Intermediate knowledge of financial planning software (e.g. Xplan/Midwinter)
  • 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 almost $300 billion in retirement savings under management. We're committed to helping our members make the most of their money and achieve their financial goals.

Apply Now

We welcome applications from diverse candidates who share our values and are passionate about delivering exceptional results. If you're a motivated and experienced professional looking for a new challenge, we encourage you to apply.

", "lang_code": "en-US"}