Platform Implementation Specialist

Centrepoint Alliance is made up of a leading network of financial advisers. We help build future prosperity for hundreds of thousands of Australians.

Our purpose is developing and supporting financial advisers. We do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help our advisers build strong prosperous businesses focused on meeting clients' needs.

In doing this, we build a community of like-minded professionals who benefit not just from the services and resources we provide, but from each other and the network we create. Our four divisions: Licensee Solutions, Financial Advice, Lending Solutions and Investment Solutions are integrated. This enables us all to see beyond the reach of our individual businesses and practices to share skills and knowledge and take a wider view of a complex and ever-changing market.

The Platform Implementation Specialist role focuses on delivering an exceptional support and service experience to advisers as they onboard and use IconiQ.  This role involves adviser and support staff engagement, conducting demonstrations, assisting with account openings, portfolio transitions, and serving as a liaison between our internal teams and clients.

• Conduct platform demonstrations for advisers and support staff, showcasing key features and functionality.
• Assist advisers in registering for the platform, opening accounts and establishing the IconiQ platform within their practice.
• Serve as the primary point of contact for advisers seeking to understand the platform functionalities.
• Act as a liaison between FNZ and the Ventura team to address adviser queries.
• Assist advisers in transitioning accounts and assets from other platforms to the IconiQ platform, in collaboration with the FNZ team.
• Assist with the adviser remuneration process and handle any escalations and communications required.
• Provide input to supporting platform resources e.g. training guides and FAQ's that support the functionality, use and navigation of IconiQ.
• Onboarding Licensees, Practices, Advisers and Support staff.
• IconiQ platform functionality testing.

• Previous experience as a paraplanner within an advisory practice, with a focus on implementing investments and superannuation across various platforms.
• Alternatively, experience in a training and transitions role with a major platform provider.
• Strong knowledge of the financial services industry.
• Degree qualified - preferred.
• In-depth understanding of how platforms operate within an advice practice.
• Strong product knowledge of investments and superannuation.
• Knowledge of managed accounts an advantage.
• Experience in account openings and platform establishment.
• Understanding of platform functionalities.
• Experience in account and asset transitions.
• Ability to conduct platform demonstrations.
• Ability to network and build relationships.
• Proficiency in using artificial intelligence.
• Excellent written and verbal communication, combined with initiative and enthusiasm to provide resolutions.
• Experience working on competing priorities and the ability to adapt to the changing needs of the organisation.

• Excellent Employee Benefits Program
• A challenging and meaningful role with performance-based incentives
• Supportive of flexible working arrangements
• An open, friendly and passionate environment putting our client at the centre of everything that we do
• Growth cycle of business - investing in technology, people and infrastructure
• Opportunity to join a well-known Australian ASX listed company

How to Apply?

Click on the APPLY button to submit your application or contact Linda Markwell, Head of Human Resources on for a confidential discussion.

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