Advice Quality Consultant
vor 1 Monat
About the roleEntireti Limited is seeking an experienced Advice Quality Consultant to join our team. This is a full-time position based in our Sydney office (Melbourne and Brisbane will also be supported). In this strategic role, you will play a key part in ensuring the quality and compliance of our financial planning advice, contributing to the ongoing success of our growing business. Reporting into the Head of Advice Quality, some of the key responsibilities will include the completion of vetting reviews, client file reviews, practice reviews, quality assurance, incidents management, remediation and specialised audit activities.What we are looking forStrong knowledge of the financial services/financial planning industry and practice.Intermediate to advanced knowledge of the compliance process as it relates to advice.Strong knowledge and understanding of ASIC Regulatory Guides, Corporations Act, AUSTRAC expectations and other relevant legislation.Advanced knowledge and understanding of core advice strategies, the advice process and supporting tools and templates.Demonstrated coaching experience and confidence in facilitating individual learning activities.Strong interpersonal, influencing and stakeholder management skills.Proven high-level communication skills, both written and verbal.Time management skills with an ability to prioritise and complete work to deadlines.If you are interested in this opportunity, please apply now.
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Advice Quality Consultant
vor 1 Monat
Sydney, Österreich Entireti Limited VollzeitAbout the roleEntireti Limited is seeking an experienced Advice Quality Consultant to join our team.This is a full-time position based in our Sydney office (Melbourne and Brisbane will also be supported).In this strategic role, you will play a key part in ensuring the quality and compliance of our financial planning advice, contributing to the ongoing...
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Outbound Team Leader, Advice Services
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Outbound Team Leader, Advice Services
vor 2 Wochen
Sydney, Österreich Cbus Super Fund VollzeitAdd expected salary to your profile for insightsAbout CbusCreated by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds.For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry.As an award-winning...
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Strategic Advice Manager
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Sydney, Österreich Tideri Jobbörse VollzeitAdd expected salary to your profile for insights About CbusCreated by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds.For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry.As an...
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Senior Air Quality Consultant
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Ord Minnett | Strategic Advice Manager | Sydney
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Sydney, Österreich Tideri Jobbörse VollzeitFull time The Strategic Advice Team provides support services to our Private Wealth Advisers for all advice areas outside of investment advice.As a manager of the Strategic Advice Team, you will oversee all aspects of the financial planning advice process within Ord Minnett.Primary responsibilities: Management of a small team of highly competent and cohesive...
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Safety Consultant
vor 2 Monaten
Sydney, Österreich Https:Www.Energyjobline.ComSitemap.Xml VollzeitDescription: We're Marsh.Marsh is the world's leading insurance broker and risk advisor.We protect and promote possibility – helping our clients dream bigger, reach further, and plan for the opportunities ahead. What can you expect? A unique WHS consulting opportunity exists within our Health and Safety Consulting practice in Sydney.The Safety Consultant...
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Senior Air Quality Consultant
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