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

Compliance Obligations Analyst

Compliance & Risk
Bundall or Toowong, QLD

This 12-month contract role is responsible for the ongoing management and delivery of the licensees Key Risk Indicator (KRI) monitoring system and investigation of generated alerts, high risk advice management activities and various remediation and compliance administrative tasks.

Responsibilities & Duties

• Management of licensee KRI Monitoring system to ensure all alerts investigated and resolved or escalated.
• Complete testing and provide feedback on newly released monitoring items within the KRI system.
• Monthly preparation of external data sources and upload into SFTP.
• Liaison with advisers to seek documentation and responses to complete investigations.
• Escalation and reporting of incidents identified to the Group Executive Risk & Compliance.
• Assist with the delivery of consequence management such as preparing adviser letters and compliance improvement programs.
• Liaise with other key departments such as Adviser Revenue, Practice Transitions, Research and Legal.
• Provide regular reporting to Group Risk and Compliance Committee and other departments as required.
• Manage policy and standards review schedule ensuring policy owners complete review cycles.
• Case management and resolution of queries from advisers and external clients.

Skills & Experience

• Diploma of Financial Services or RG146 qualifications.
• Advanced Diploma of Financial Services or University Degree in a related discipline (desirable but not essential).
• Proven Financial Services Industry experience essential.
• Previous project management experience preferred.
• Ability to work to tight deadlines and manage workflow with attention to detail.
• Strong data analysis and analytical skills.
• Strong Excel and financial planning software skills preferred.
• Superior time management and multi-tasking skills.
• Ability to work in a team and communicate effectively.
• Suggests improvements in procedures to management.
• Identifies problems and provides practical solutions.
• Excellent written and verbal communication and attention to detail.

Advice Technology Xplan Administrator

Advice Technology
Sydney, NSW or Melbourne, VIC

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 & 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.

Platform Implementation Executive

Investment Solutions
Sydney, NSW

The Platform Implementation Executive for the IconiQ platform will be responsible for the presale and servicing of the IconiQ platform. This role involves conducting demonstrations for advisers, assisting with account openings, and acting as a liaison between the FNZ operations team and the Ventura team. The role also includes helping advisers transition client portfolios to the IconiQ platform.

The role provides a pathway to grow within the company, starting as a client executive on IconiQ and potentially advancing to a business development role. There are opportunities to leverage the team’s knowledge and experience to contribute to the expansion of the asset management business and platform.

Responsibilities & Duties

• Conduct platform demonstrations for advisers, 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 the FNZ operations team 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.