Advisory Expert

2 days ago

Melbourne, Victoria, Australia beBeeCompliance Full time $110,000 - $123,000
Compliance Advisory Professional

This role will be based in Sydney or Melbourne. The ideal candidate will have experience working in regulatory compliance or legal areas with a strong understanding of Australian financial services regulations.

Key Responsibilities:
  • Provide expert compliance advisory services in relation to superannuation, investments, financial advice, administration, insurance broking and other key matters to relevant stakeholders across the organisation.
  • Support the development and enhancement of comprehensive compliance frameworks and policies, and processes that enable the organisation to effectively manage compliance risks.
  • Undertake line 2 activities for obligations management including the maintenance of the obligations library for the organisation.
  • Ensure the establishment and implementation of effective monitoring mechanisms for compliance practices, providing advisory support to assess adherence to organisational policies and regulatory obligations, while identifying areas for improvement and enhancing compliance measures across the organisation.
  • Manage and maintain appropriate financial services and trustee licensing and authorisations of the organisation's entities.
  • Undertake line 2 activities for conflicts management including governance, conducting conflicts of interest assessments and preparation of conflicts management plans as required fit and proper requirements including assessments of persons in regulated roles, appointments and removals of Responsible Persons and Responsible Managers.
  • Undertake reviews of compliance plans for managed investment schemes.
  • Review product disclosure documentation and marketing collateral.
  • Conduct training including in respect of on compliance frameworks and policies.
Requirements:
  • Experienced compliance professional working in a similar role in regulatory compliance or legal areas with experience in the Australian financial services industry preferred.
  • Experience in interpreting and applying associated legislative requirements.
  • Excellent communication and presentation skills.
  • Ability to provide pragmatic and strategic advice to the Business, senior executives and Board stakeholders in respect of risk culture behaviours and consequence, controls, process and administrative matters.
What makes you stand out:
  • Ability to drive positive outcomes and bring about change within a large organisation.
  • In-depth knowledge and understanding of regulatory obligations in relation to superannuation, investments, financial advice, administration and insurance broking.

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