Drive quality advice outcomes by ensuring compliant, practical and effective advice guidance materials and other planner support materials
Develop and maintain the required technical knowledge of risk issues and opportunities, compliance, policies, Group standards and other relevant information to ensure the advice guidance materials are in compliance
Proactively identify trends in the understanding and application of advice guidance materials within the Advice Process and escalate both identified and reported trends to relevant parties to determine whether any amendments need to be made to the advice guidance materials
Develop and maintain advice document templates which are effective for both the planner and Licensee, compliant with the regulatory requirements and easy to consume by the end customer
Communicate, engage with and support Planners and their line managers, through use of regular articles, in 1:1 and group settings to ensure they are aware of changes and understand the practical implications of change
Partner with other teams to ensure consistency and agreement within the advice process
Liaise with relevant subject matter experts to understand and investigate the impact of regulatory changes on advice guidance materials for advice.

Relevant Degree/Diploma in line with ASIC education guidelines preferred
Experience working within the Financial Planning industry, with strong knowledge of advice processes, technical strategies and compliance requirements
Sound appreciation of Microsoft Office and Advice software will be highly regarded
The ability to think strategically and adopt a disciplined implementation approach
Strong communication (verbal, written and presentation) and influencing skills
The ability to manage internal and external relationships and work cohesively with stakeholders
A risk mindset – All employees are expected to proactively identify, understand, openly discuss and act on current and future risks.

Access our training and development to build on your current skills
Career development through internal mobility opportunities
Work for a business helping millions of Australians and make a difference to someone’s life every day
Access additional leave days a year to recharge and refresh yourself
Enjoy wonderful Health and Wellbeing initiatives that support you
Work with supportive and inclusive managers
Flexible working arrangements

Professional Services Manager

Key skills