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

Head of Lending Solutions

Lending Solutions
Brisbane or Bundall, QLD

This is an opportunity to lead the boutique mortgage aggregation business that is part of the Centrepoint Alliance group. In this role you will have full profit and loss accountability for the business. The business currently has 80 brokers. It also provides broking services to financial advisory businesses through a team of salaried brokers. There are substantial opportunities to grow the business leveraging off a network of over 500 financial advice businesses.

Responsibilities & Duties

• Drive growth and profitability of Centrepoint’s lending aggregation and Lending as a Service (‘LaaS’) business
• Leadership of regional managers and salaried brokers
• Achieve national growth targets for brokers
• Achieve growth in LaaS representative firms and leads to salaried brokers
• Broker retention and relationship management
• Leadership and contribution to the cultural fabric of the Group
• Governance and risk management framework for the lending business

Skills & Experience

• Extensive experience in the mortgage broking industry
• Certificate 4 in Finance and Mortgage Broking (Diploma preferred)
• Meet fit and proper person test for responsible manager and director
• Tertiary qualifications in a business or finance related discipline would be viewed favourably
• Technical lending competencies across Residential, Commercial and Equipment Finance
• Detailed knowledge of the compliance and regulatory requirements pertaining to all forms of lending
• Experience in a senior capacity in relationship and account management of mortgage/finance brokers
• Experience in leading high-performance teams
• Ability to network and build relationships with internal stakeholders
• Effective organisation and time management skills
• Excellent working knowledge of the Microsoft Office suite
• Highly effective communication skills