Advice Assurance Specialist

4 days ago

Brisbane, Queensland, Australia Australian Retirement Trust Full time

**Take hold of a monster opportunity and join our Practice Management team as an Advice Assurance Specialist. This role is 6- month max-term/ secondment opportunity.**

**Why join us?**
- You'll get 14% super as standard, to help your future come alive.
- Unleash your potential and build a career to be proud of through excellent training and development opportunities.
- Balance your work between in-person days at our purpose-built hubs and working from home.
- In the office, enjoy end of trip facilities, a yoga and multi-faith room, parent and carer rooms, quiet rooms, BrewHub coffee facilities, and collaborative team spaces.

**About the role**

We're all about helping our members make the most of their money. And while they go after their goals, you can too. As an **Advice Assurance Specialist**, you'll enable Financial Advisers to deliver quality personal advice through completing supervision and monitoring activities.

Day to day, you'll:

- Review and assess the personal advice prepared by new and existing Financial Advisers.
- Work with Advice Coaches, Team Leaders and other management to remediate identified advice quality matters in a timely manner.
- Review quality and compliance of personal advice prepared through the Online Advice channel.
- Raise issues/incidents identified and record findings in the Australian Retirement Trusts risk management tool (e.g. Archer).

**About you**

You're a dynamic professional with strong technical knowledge of financial products and advice strategies, coupled with a deep understanding of financial services legislation and regulatory requirements. Your expertise in the financial advice process, along with your ability to effectively plan, prioritise, and manage competing activities, will be crucial in meeting our business expectations. Excellent communication skills are a must, as you'll be engaging with key stakeholders regularly. Your investigative skills, risk-based decision-making, and strong numerical, verbal, and conceptual reasoning will set you apart.
- You have an advanced Diploma of Financial Services (Financial Planning) or equivalent tertiary qualification (essential).
- You have intermediate knowledge of financial planning software (e.g. Xplan/Midwinter).
- You're able to work autonomously with a high degree of initiative and motivation.
- You're currently on or recently been on the ASIC Financial Advice Register as a
Financial Planner (desirable).

**About us**

Our 2.3 million members trust us to take care of almost $300 billion in retirement savings. And we help them take charge of their finances and face the future with confidence. Our inclusive culture means you'll be valued and heard in a respectful workplace. We've created an environment where you can be yourself and do amazing work. It's that simple.

We don't want to leave you with a monstrous wait. So, you'll hear from us after the closing date to find out whether you've made it through to the next round or not. Being fair and up-front is important to us - and recruitment is no different. It's why we're part of the Circle Back Initiative.

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