Advice Assurance Specialist Brisbane, Sydney and Melbourne
About the job
This job is about becoming an Advice Assurance Specialist, where you will play a crucial role in enhancing the quality of advice provided to members. By reviewing, coaching, and supporting advisers, you ensure that they deliver clear, compliant, and high-quality advice every time. The team values detail, problem-solving, and a collaborative spirit, creating an environment where everyone can thrive and contribute to uplifting advice standards.
You'll be responsible for
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Reviewing advice
Review personal and general advice for quality and compliance to ensure members receive trustworthy advice.💬
Providing feedback
Offer feedback, coaching, and remediation recommendations to advisers and leaders to enhance their capabilities.🔎
Monitoring interactions
Monitor advice interactions across all channels, identifying issues and recording findings to support a low-risk environment.What we're looking for
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Financial advice experience
Strong background in financial advice, products, and legislation.View
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Analytical and investigative skills
Proven ability to assess advice for accuracy and compliance.View
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Effective communication skills
Experience delivering clear, constructive feedback to diverse stakeholders.View
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