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.

Compliance and Risk

Professional Standards Manager

The role’s core functions are to complete audits and compliance coaching to authorised representatives as part of the monitoring and supervision program, and provide consulting services around audits, pre-vets and other compliance support for AFS Licensee holders within our self-licenced adviser network.

The role is to promote the production of high-quality advice and compliance practices to ensure risks are controlled. The role requires ensuring financial advisers are adhering to legislative requirements and policy guidelines and identifying instances where requirements have not been adhered to.

Responsibilities & Duties

Audits

• Perform audits and pre-vets of financial planning advice files for Licensed Authorised Representatives, and advisers of our AFSL Licensee clients.
• Provide coaching to advisers through feedback sessions following audits and pre-vets with the aim of improving the quality of the advice being provided and ensuring adherence to legislative and policy requirements.
• Determining and assigning audit remediation requirements and assisting authorised representatives with coaching on completion of action items.

Compliance Support Escalations

• Handle escalations from the Professional Standards Analyst (PSA) team on complex compliance queries, requests for approvals to provide advice outside Licensee guidelines, and disputes relating to pre-vet results.
• Interact with advisers in relation to audit remediation requirements escalated from the PSA team when necessary.
• Provide coaching and mentoring support to team members as required
• Complete peer reviews of team member pre-vets and audits as required.

Education & Training

• Provide onboarding compliance coaching to advisers joining our Licensees, to assist advisers in understanding our Licensee Standards and Policies, as well as templates and compliance expectations.
• Assist in meetings with advisers and AFSLs considering joining the Centrepoint Alliance networks, providing them with an understand of our compliance services, our approach to compliance and how we support their businesses.
• Provide constructive and effective feedback through ongoing coaching sessions on the quality of advice being provided. Coaching may be provided to individual advisers or their practice, groups of practices, and/or the broader network.
• Prepare material and present in webinars or other training days where necessary.
• Maintain a high level of industry awareness with regard to the regulators and the impact this has on our advisers and Centrepoint Alliance.

Relationships

• Support the Professional Standards Analyst team by helping develop their skills and knowledge through coaching and assisting with escalations.
• Develop and maintain professional relationships with advisers and stakeholders.
• Develop professional standing as an expert/specialist in the field of professional standards and broader compliant business systems/processes.
• Attend meetings/workshops as required and provide input where necessary.
• Participate in the provision of value-added feedback/mentoring to other team members as required.
• Liaise and interact with other parts of the business.

Other Activities

• Maintenance of your own workflow, ensuring you meet service level expectations.
• Suggest and initiate process improvements.
• Must have the ability to undertake some travel when required (and a vehicle and driver’s licence), this may include the occasional overnight requirement.
• Complete any other reasonable tasks or duties as required by the Manager.

Skills & Experience

• Diploma of Financial Services or RG146 qualifications
• Advanced Diploma of Financial Services or University Degree in a related discipline
• Experience in a compliance role within an AFSL, preferrable providing audits to advisers (preferred).
• Experience as a financial planner/para-planner or within the regulatory field of the financial services industry (minimum).
• Good understanding of the advice process and the construction of a Statement of Advice, including advice strategies.
• Highly effective communication skills, both written and verbal.
• Conflict management skills.
• Ability to identify problems and provide practical solutions.
• A strong attention to detail.
• Effective time management skills and the ability to work to manage workflow.
• Ability to work autonomously and work as part of a highly paced team.
• Financial planning software experience, Xplan preferred.

Adviser Services

Senior Practice Support Consultant

The role’s core function is to assist the Practice Support team and the Regional Manager (RM) team by providing account management support, recruiting support and follow-up, events support and adviser contact management.

Responsibilities & Duties

Customer Service

• Provide exceptional service to our network through quality contact, support and query resolution
• Respond to and action queries, provide the right solution to each request through understanding their needs, triage or escalate when required and provide status updates to resolution
• Manage the case queue, ensuring cases are assigned, categorised and actioned within SLAs
• Take inbound calls, being the first point of resolution or triaging calls to the relevant department/person.

Client Appointments & Terminations

• Work with the Transitions team in providing exceptional onboarding/offboarding experience for new/exiting clients via execution of set procedures and communication with all stakeholders
• Assist in managing expectations and timeframes, ensuring the client is kept up to date with progress and next steps
• Ensure all documentation and business requirements are met with minimal impact and difficulty for the client
• Keep up to date with the status of all onboarding/offboarding projects and attend all project meetings
• Attend meetings with prospects in the process of being appointed to commence relationship
• Complete Adviser Profiles for new advisers within set SLAs
• Complete welcome calls for new advisers, providing a positive and seamless induction experience
• Complete the Client Transfer process with Product Providers to ensure new provider codes are established, adviser clients are transferred and revenue is transferred.

Regional Manager Support

• In conjunction with the RM team, establish a contact plan and complete all scheduled calls/emails within the timeframes and frequency, record all correspondence and manage any follow up activity.
• Act as key contact for a select group of practices/advisers and establish a thorough understanding of the business profile, including revenue, staff, products and services, type of advice/specialisations and potential risks and opportunities
• Assist in following up on adviser or practice queries on behalf of RM’s
• Create a regular local newsletter of key information for practices on the NSW panel
• Help practices make the most of our licensee resources by making scheduled contact calls to foster relationships, provide solutions and services, uncover potential problems/opportunities and increase overall engagement and satisfaction
• Provide quality contact, assistance and virtual support to increase engagement and client satisfaction
• Log all calls, emails, meetings, tasks and other correspondence on Salesforce for all client interactions
• Assist with lead generation, data verification and make follow-up calls with prospects for the NSW team
• Schedule appointments and send follow-up materials
• Assist with Lead and Opportunity management in Salesforce
• Conduct outbound marketing/phone calls to prospects, with initial and ongoing training and scripting support from the RM team
• Run reports showing progress to revenue targets
• Assist with dashboards and other adviser reporting as needed

Events Support

• Keep abreast of all upcoming events in the calendar and actively promote events to our clients.
• Assist with the coordination and running of events.
• Be a representative at all relevant events, greet and network with clients, assist presenters and delegates and be a positive brand ambassador.
• Review feedback, follow up post event actions and make contact where required to reinforce take-outs and value.
• Attend relevant industry events to gather leads and referral opportunities and promote the Centrepoint brand.
• Coordinate and project manage all state-based events and activities.

Skills & Experience

• Experience working in the financial services sector, preferably including interaction with financial advisers and account managers.
• Financial Planning or Business / Commerce, or equivalent tertiary qualifications, are desirable.
• Excellent customer service skills.
• Highly effective communication skills, both written and verbal.
• Excellent working knowledge of the Microsoft Office suite.
• Highly effective organisation and time management skills.
• Strong working knowledge of Salesforce preferred.
• Demonstrated ability to develop and maintain strong business relationships.