External Financial Advice Governance Specialist

6 days ago

Brisbane, Australia Australian Retirement Trust Full time

**An exciting opportunity exists to join our Advice & Guidance team as an External Financial Advice Governance Specialist on a full-time, permanent basis.**

**Why join us?**
- State of the art offices with offerings like end of trip facilities, yoga and multi faith room, barista coffee, indoor gardens, and a multitude of spaces to encourage a collaborative culture, our workspaces are something we are extremely proud of.
- A mature outlook on flexible work arrangements which allows you to truly balance work and life. A #hybrid work from home approach is embedded in our ways of working.
- We have excellent career progression and development opportunities; we are committed to continuous improvement and have exciting plans for our future.
- We have an incredible company culture where wellbeing of our employees is at the forefront of everything we do.

**About the role**

As an External Financial Advice (EFA) Governance Specialist, you will ensure Australian Retirement Trust delivers high quality governance and due diligence in relation to our EFA Strategy. Specifically, the role will have oversight of and will administer the EFA fees process and due diligence and oversight over the registration and deregistration of advisers with Australian Retirement Trust. You will support the Trustees to manage and reduce the risks associated with the EFA strategy.

In this role, you will oversee the Sole Purpose Test determination on behalf of the Trustees to ensure compliance with these requirements. You will also be required to establish, review, and manage all documentation in relation to this strategy and will include compliance and monitoring, planning and implementing improvements to systems, financial planning process support, and advice documentation.

You will also have daily contact with EFA financial advisers to understand the details of their advice and provide information and feedback regarding the Australian Retirement Trust policies in relations to fee payments and specifically the decisions made by Australian Retirement Trust in relation to the payment of advice fees.

This role is available as a full-time permanent opportunity.

**About you**

If this is the right role for you, your skills and qualifications may include:

- Understanding of the Sole Purpose Test and how it applies to product providers.
- Knowledge of relevant technology systems, advice software and processes.
- Experience in customer contact, strategy or business development in financial services.
- Demonstrated understanding and experience of the financial advice process.
- Excellent attention to detail and record keeping ability.
- Experience in the governance and due diligence of financial advice.
- Strong relationship management skills, inclusive of an ability to influence and negotiate outcomes of a complex nature.
- Exceptional written and oral communication skills.
- High degree of business acumen, with the ability to deliver within a changing environment and developing strategies.

**About us**

As one of Australia’s largest superannuation funds, we proudly take care of over $240 billion in retirement savings. Our teams are as diverse and unique as the members we strive to inspire and empower. Our inclusive culture means you will be valued and heard in a respectful workplace, where you can be your authentic self every day.

When you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2 million members.

**How to apply

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