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

Financial Adviser Transitions Coordinator

Transitions
Brisbane or Bundall, QLD or Sydney, NSW

This role is responsible for the appointment and termination of practices and transition of advisers across practices. This is a highly facilitative role which will be primarily focused on ensuring a fast, smooth and positive appointment experience for practices and advisers across all advice channels.

This role will work closely with a broad range of internal and external stakeholders involved in Centrepoint’s appointment and termination processes, ensuring many of the administrative aspects of registering or de-registering a practice or adviser are completed in a timely and efficient manner and that associated licensee risks are effectively mitigated.

Above all else, you will have a passion for delivering an outstanding first Centrepoint experience for practices, advisers and their clients and setting the highest possible standards in terms of performance for the Advice Service Centre.

Responsibilities & Duties

• Work with internal functions, external parties and practices on transitions to/from any of Centrepoint’s channels/licensees
• Act as the point of contact for the appointment of practices
• Regularly report on “pipeline” of transitioning advisers and practices and progress to agreed SLAs and customer satisfaction scores
• Facilitate action plans and ensure issues are managed by appropriate functions so that any bottle necks/delays in the transition are minimized
• Identify processes and procedures where improvements can be made and working closely with the Operations Team, own the project management process to implement these changes across departments, people and systems.
• Work with a number of internal functions to ensure appointment paperwork is completed as easily and quickly as it can be for an adviser or practice
• Work with Risk Management Professional Standards to check existing licensee requirements and ensure new advisers receive authorization welcome pack
• Work with internal teams to ensure new advisers complete induction and onboarding tasks and are setup for success
• Perform administration activities such as ASIC registrations, product provider setup, executing background checks and updating systems like Salesforce
• Complete any other reasonable tasks or duties as required by your immediate manager
• Liaising with product providers to coordinate transfers and adviser changes as they arise.

Skills & Experience

• RG146 compliant / or intention to complete within 12 months desirable
• Proven extensive experience in Financial Services desirable
• You will be able to work to tight deadlines and multitask various operations
• Excellent written and verbal communication and attention to detail
• Strong organisation and time management skills
• Identify issues and inefficiencies and provide practical solutions
• Strong influencing and stakeholder management skills

Advice Technology Xplan Administrator

Advice Technology
Melbourne, VIC or Sydney, NSW

Join our highly skilled team as an Advice Technology Administrator, where you will play a vital role in supporting our exceptional financial planning solutions delivered through our customised version of Xplan.

Your responsibilities will include proactively engaging with practices, providing comprehensive support to our internal team as well as our end users.

This position presents an excellent opportunity for paraplanners, client services managers, technology support analysts, and consultants seeking further growth in the dynamic fintech environment.

Responsibilities & Duties

Administration and Invoicing:

• Manage user and practice profiles.
• Collaborate with onboarding and offboarding teams.
• Perform site maintenance administrative tasks.
• Manage and reconcile billing and invoicing for users across our network.

Administration and Datafeed Support:

• Provide best practice advice, technology guidance, and onboarding support to clients.
• Manage the support queue via phone and email.
• Assist in creating instructional material and process guides.
• Set up vendor datafeeds and troubleshoot datafeed issues

Projects:

• Contribute to customised site development and administration.
• Complete project tasks as required.

Skills & Experience

• Degree in IT, Finance, Business, Commerce or a related discipline looked upon favourably, but not essential.
• Experience working with Xplan and CommPay is preferred.
• Strong understanding of the financial advice industry and the needs and expectations of advice practices.
• Excellent customer services skills 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.
• Develop productive relationships with industry providers and other users.