Advice Assurance Officer
4 days ago
As 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 Role
The Advice Assurance Officer plays acritical role in ensuring the quality and compliance of financial advice isdelivered and maintained. The key focus of the role is to conductcompliance file/advice reviews of Aware Super financial planners (face to faceadvisers as well as client hub advisers), identify and evaluate compliancerisks in relation to the provision of financial planning advice by Licensee'srepresentatives and providing general advice compliance support to thebusiness. It is through working closely with Advice Managers, other AdviceEnablement and Quality Assurance staff as well as external contactsthat adhering to the company's values and achieving key objectives Inaddition you will:
- Reviewing Digital Advice: Evaluating the accuracy, appropriateness, and compliance of digital financial advice provided to members;
- Being customer (Member) focused through building strong relationships and delivering customer-centric solutions, especially when resolving complex or sensitive member issues; and
- Continuously improving systems and workflows to enhance quality and efficiency.
- The idea of being part of our growth is exciting and you want to play a pivotal role in making super simple.
- Relevant tertiary qualifications or equivalent work experience;
- RG146 compliant in superannuation is required;
- Experience working in Financial Advice or an Advice Assurance role;
- Demonstrated attention to detail, particularly in relation to regulatory obligations;
- Competency working with Excel and Word and knowledge of financial planning software; and
- You are balanced in accepting risk in any decision you face. You are curious to understand risk context and choose to speak up as we simplify, learn and grow.
We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.
Why you'll love working at Aware Super:
- Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
- Be part of something super unique: You'll work to reshape super and retirement. We'll invest in your growth and give you the opportunity to work on career-defining projects.
- Work with super humans: You'll work hard and innovate, but also have some fun along the way.
- Feel super cared for: We'll support your wellbeing today, as well as in the future. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones.
At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.
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