Adviser Administration Consultant

2 weeks ago

Sydney, Australia TAL Full time

Company Description

Welcome to This Australian Life.

From the millions of Australians we protect, to those that make it happen every day at TAL, people really are what we’re all about. We want to grow with you. Achieve with you. And support you to do your best work. That's why we're focused on developing leadership, promoting diversity, rewarding excellence and retaining great talent.

We're always looking for people who want to go further with us. People who do what’s right, aim high, and work smart. Why not see where we can go?

**Job Description**:
This role is accountable for the effective centralised management and maintenance of TAL’s various Distribution Agreements, databases, and associated functions including clients’ and Dealerships’ requests on servicing and distributors portfolio matters.

In this role you will:

- Be responsible for the maintenance and updates of TAL’s Distribution agreements and schedules.
- Be accountable for the final approval of agreements and other relevant internal and legislative documentation for the appointment of new distributors.
- Verify appointees leading to set up/approval of new appointments for Licensees, Authorised Representatives in line with AFSRA and TAL’s policies.
- Manage all Distributors functions in regard to categories and movements - pre/post FSR. (e.g. change of company, panel allocation, profiles, principals, etc.)
- Terminate distributors as authorised and manage ongoing records to meet TAL’s legal and administrative requirements.
- Transfer portfolios between distributors and specific policies as requested by clients in line with TAL’s various Distribution agreements.
- Prepare, analyse and deliver Distributors’ client portfolios and Funds under Management reports.

**Qualifications**:
To be successful in this role you will have,
- Tertiary qualification in business or related discipline.
- Ability to work well, communicate and negotiate optimal business outcomes with senior stakeholders.
- Excellent planning, time management and organisational skills.
- Ability to recognise, analyse and solve problems.

You’re always accountable for your actions. You never give up. You strive to find the best outcomes for customers and partners. And you value working together to find the best solutions for problems.

Additional Information

Work is a big part of this Australian life, and we work hard to make it one of the best parts. We don’t just say it; we do it. We offer a workplace that’s inclusive and flexible, supporting our people with options that let them make the most of their careers.

We know the value of having different people from all walks of life, with varied points of view and attributes regardless of their age, ethnicity, religion, sexual orientation, gender identity, intersex status or any disabilities they might be living with. We strive for a diverse and inclusive workplace where a sense of belonging encourages people to bring their full selves to work.

LI-Remote

Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyone’s responsibility.

  • Adviser Administration Consultant

    3 days ago

    North Sydney, Australia Zurich Insurance Full time

    A new adventure awaits- At Zurich we’re on a journey, even though we are 150 years young, we are lighting the way to a brighter future. A brighter future for you - focused on your career, your wellbeing and your community - as well as our customers and the planet.- This exciting adventure will drive positive impact. So, if you want to be part of a values...

  • Adviser Service Consultant

    1 week ago

    Sydney, Australia T+O+M Executive Full time

    We here at **TOM Executive** have partnered with one of Australia's largest Superannuation companies to recruit a Specialist Consultant for their Advisers Solutions team. - Permanent role based in **Sydney CBD**: - Flexible working from home arrangements and work life balance offered - Excellent salary package $82,000 package **Overview of the role**: The...

  • Adviser Engagement Consultant

    4 days ago

    Sydney, New South Wales, Australia Aware Super Full time $60,000 - $80,000 per year

    Your SUPER career starts hereAs one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world.Sound good? Learn more about us and what we do at Your New RoleThe...

  • Financial Adviser

    6 days ago

    Sydney, New South Wales, Australia B & K Consulting Full time $80,000 - $120,000 per year

    Our client is a client-centric financial planning firm that empowers advisers to focus on delivering exceptional advice and building strong client relationships. Their operational structure is designed to minimise administrative burden, allowing advisers to spend more time with clients and less time on paperwork. Dedicated review, marketing, paraplanning,...

  • Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Cartwright Jones Pty Ltd Full time $80,000 - $120,000 per year

    Private Wealth Adviser – Boutique Firm | Sydney CBD | Pathway to EquityStep into a pivotal role with an established, boutique wealth management firm – where trusted relationships, strategic advice, and a genuine pathway to equity define your future.The BusinessLocated in the heart of Sydney's CBD, this forward-thinking and fast-growing boutique firm...

  • Business Adviser

    3 days ago

    Sydney, Australia Allens Full time

    Business Adviser - Office of General Counsel Your role At Allens, our business teams are also specialists in their field, using their unique knowledge and expertise to solve critical client and business challenges. You'll be a part of our Office of General Counsel (OGC) team based in any of our Australian offices. The OGC is the firm's in-house legal...

  • Financial Adviser

    2 weeks ago

    Sydney, New South Wales, Australia Findex Full time $90,000 - $120,000 per year

    About the RoleAre you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients.If you thrive on engaging with clients, building strong...

  • Financial Adviser

    4 days ago

    Sydney, New South Wales, Australia FINDEX Full time $80,000 - $150,000 per year

    Work with a well-established Sydney Wealth team and help shape the future of financial advice for our valued clients. Help share the future of financial advice.About the RoleAre you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two...

  • Financial Adviser

    6 days ago

    Sydney, New South Wales, Australia Findex Full time $120,000 - $180,000 per year

    About the RoleAre you an experienced Financial Adviser looking to take ownership of a strong client base while growing your career in a supportive, collaborative environment? We're seeking two advisers to join our Sydney Wealth team and help shape the future of financial advice for our valued clients.If you thrive on engaging with clients, building strong...

  • senior financial adviser

    4 days ago

    Sydney, New South Wales, Australia Private Advertiser Full time $120,000 - $180,000 per year

    The BusinessWe are a well-established boutique financial planning practice based in Sydney. With our own AFSL and with deep industry experience across planning and lending, we deliver a broad suite of integrated financial solutions tailored to the needs of each client.The OpportunityWorking from the Sydney CBD office within a dynamic business with a relaxed...