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Retail Advice Governance Specialist

Sunsuper - Brisbane City, QLD

Banking & Finance
Source: uWorkin


About Sunsuper...

Sunsuper is one of Australia’s largest and most awarded super funds. As an industry super fund, we’re run to benefit our members. That means no commission, no shareholders to pay and no over the top fees to pay. We’ve had some great returns over the long run and offer super benefits to our members.

To support our success we are currently seeking an Retail Advice Governance Specialist to join the Advice & Retirement team in our Brisbane head office.

About the Role...

As the Retail Advice Governance Specialist, you will ensure Sunsuper delivers high-quality governance and due diligence in relation to our Retail Advice Strategy. Specifically, you will have oversight of and will administer the retail advice fees process and due diligence and oversight over the registration and deregistration of advisers with Sunsuper. You will also support the Trustees to manage and reduce the risks associated with the retail advice strategy.

This role is available as a 6-month max-term/ secondment opportunity.

About You...

To ensure success you will possess:

  • Understanding of the Sole Purpose Test and how it applies to product providers.
    Knowledge of relevant technology systems, advice software, and processes.
  • Experience in customer contact, strategy or business development in financial services.
  • Demonstrated understanding and experience of the financial advice process.
  • Experience in the governance and due diligence of financial advice

Benefits we offer...

Our employees are our number one priority, so we offer EAP, internal training & development programs, wellness programs and flex work arrangements as a minimum. However, we also offer some great benefits to our employees such as:

  • 14% superannuation + co-contribution payments.
  • Discounts & offers from our strategic partners.
  • Employee Referral Program.
  • Birthday leave & Growth day.
  • Flex dress policy.

How to Apply...

To apply for this position online please click APPLY NOW. You are welcome to include any certificates or licences in the education section to assist us in assessing your suitability for this role.

If you’re interested and want to join the wave of success...