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

Professional Development & Education Coordinator

Professional Development & Education
Bundall, QLD

This role is responsible for the planning and delivery of the Professional Development & Education framework for staff, authorised representatives and credit representatives associated with Centrepoint Alliance businesses.

This role requires a passion for delivering outstanding customer experiences for Centrepoint Alliance staff and customers and is responsible for delivering continuous improvement of process, people and systems in the delivery of the function.

Responsibilities & Duties

• Oversee and improve the education and training framework to deliver industry leading professional development programs.
• Perform administrative duties, such as maintenance of training material, administration and monitoring of the learning management system (Kaplan Ontrack) and CRM data.
• Develop and maintain documentation of operating procedures and templates.
• Develop and send communications for distribution to staff and advisers as required regarding internal, industry or legislative updates.
• Work collaboratively with vendors and internal departments to initiate and deliver continuous improvement initiatives to enhance the staff, adviser and customer experience.
• Scheduling and hosting of webinars, adviser induction and virtual events.
• Prepare compliance and other reporting, where required.
• Develop and facilitate the delivery of action plans and ensure projects/initiatives are delivered successfully and on time.
• Liaising with internal and external stakeholders for planning and delivery of all relevant training and professional development.
• Liaising with external stakeholders and professional partners to maintain databases and member details.

Skills & Experience

• Proven experience in Financial Services desirable
• FPA/FAAA Accredited Assessors Course desirable, or willingness to learn CPD accreditation upon appointment
• Excellent verbal and written communication skills
• Excellent attention to detail, follow up and self-management skills
• Previous experience working in a team environment
• Working knowledge of MS Office suite
• Working knowledge of Kaplan Ontrack and Salesforce systems – desirable
• Ability to identify problems and provide practical solutions
• Passionate about customer service

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.