Careers

Why join Centrepoint?

We support you in developing your career with on-the-job training, paid sponsorship of relevant training and courses and study leave for tertiary qualifications. And we’ll help expand your skills through secondments, external seminars, conferences, webinars and memberships.

You’ll find we offer highly competitive remuneration, an incentive structure with short term rewards, not years in the future and options for salary sacrificing. In addition our community programs and Employee Assistance Program focus on your wellbeing during and outside your working day.

Career Opportunities

Investment Solutions

Platform Implementation Specialist

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.

Responsibilities & Duties

• 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.

Skills & Experience

• 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.