Senior Advice Strategist

2 weeks ago

Melbourne, Victoria, Australia beBeeCompliance Full time $90,000 - $135,000
Job Overview

We prioritize supporting our colleagues and recognize the interplay between work and personal life. Our policies cater to diverse needs, fostering a flexible environment where everyone can thrive.

Main Responsibilities:

  • To hold first-line accountability for quality advice across multiple channels
  • Conduct reviews of internal advice channels (phone and face-to-face) and third-party providers
  • Evaluate third-party adviser compliance frameworks and practices
  • Prepare and present written advice assessment reports with recommendations
  • Suggest remediation activities and assess advice fee escalations
  • Organize monthly referral panel meetings and oversee advice referral programs
  • Review advice fees to ensure adherence to obligations
  • Develop and maintain relevant procedures, processes guides, policies, and standards

Essential Skills and Qualifications:

  • Prior experience in financial planning compliance, legal, regulatory, or auditing
  • Excellent written and oral communication skills
  • Strong stakeholder engagement skills and ability to build relationships
  • Capacity to make informed decisions involving difficult choices or considered risks
  • Attention to detail and working under tight deadlines

Life at Our Organization:

  • Commitment to colleague development with ongoing learning, coaching, and training
  • Career opportunities within an expanding global organization
  • Generous leave entitlements and blended working environment
  • Advocating safety, respect, inclusiveness, and diversity in the workplace

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