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

Advice Technology – Sydney, Toowong, Melbourne

Advice Technology Team Leader

Join our highly skilled team as an Advice Technology Team Leader, 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 leading and managing the Advice Technology Administrators and the support queue, proactively engaging with practices, providing comprehensive support, and delivering training to ensure outstanding experiences for advisers.

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

Provide best practice advice technology guidance, support, onboarding, and training to clients:

• Manage support queue via phone and email.
• Support implementation and technology adoption.
• Deliver webinars and create instructional materials.
• Act as the primary point of escalation for complex issues.
• Provide guidance and support to resolve escalated problems.

Contribute to customised site development, administration, and projects:

• Manage Wizard bugs and code fixes, and assist in testing.
• Contribute to the development roadmap.

Team Management:

• Lead and manage the Advice Technology Administrators.

Cross-Skilling and Training:

• Identify skill gaps and organise cross-skilling initiatives.
• Assist in supporting and upskilling team members.

Training and Workshops:

• Plan and conduct training sessions and workshops for the network.
• Develop training materials and resources.
• Evaluate the effectiveness of training programs and make improvements.

Skills & Experience

• Degree in IT, Finance, Business, Commerce or a related discipline. Tertiary education and qualifications are looked upon favourably.
• Proven experience working with Xplan or other wealth management software in development, support and/or business process role.
• Experience working in the wealth and financial services industry.
• Excellent Xplan and CommPay system development and business process knowledge and experience.
• Strong understanding of the financial advice industry and the needs and expectations of advice practices.
• Understanding of Excel mechanics and Salesforce or other CRM.
• Excellent customer service 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.

Click here for more information or to apply for the Sydney role.

Click here for more information or to apply for the Toowong role.

Click here for more information or to apply for the Melbourne role.

Human Resources – Bundall, Gold Coast

Human Resources Coordinator (Part-time)

This is a part-time role for a Human Resources Coordinator to provide high-quality operational and administrative support across the full employee lifecycle. This role is responsible for coordinating HR processes, maintaining accurate employee records, supporting the Head of Human Resources, leaders and employees with HR queries, and ensuring HR practices are delivered in a timely, compliant and professional manner. The role works closely with the Head of Human Resources to support organisational objectives and a positive employee experience.

Responsibilities & Duties

Administration & Coordination

• Assist coordinating end-to-end onboarding and offboarding processes, including employment contracts, inductions, system access and exit documentation
• Maintain accurate and confidential employee records across HR systems and personnel files
• Assist preparing standard HR correspondence including letters of offer, employment variations, experience letters and statements of service
• Support probation, confirmation and performance review processes, including tracking key dates and documentation

Employee Support & Advisory

• Act as a point of contact for general HR enquiries, escalating matters as appropriate
• Provide guidance to employees and leaders on HR policies, procedures and systems
• Support employee wellbeing initiatives and engagement activities

Compliance & Reporting

• Assist with compliance obligations including record keeping, employment legislation requirements and internal audits
• Support maintenance of HR registers
• Assist with HR reporting as required

Recruitment Support

• Coordinate recruitment administration including job advertisements, interview scheduling, reference checks and onboarding documentation
• Support recruitment campaigns and talent initiatives as directed

Projects & Continuous Improvement

• Support HR projects, system enhancements and policy updates
• Identify opportunities to improve HR processes and employee experience
• Assist in investigating artificial intelligence opportunities for efficiencies & improvements

Skills & Experience

• Tertiary qualification in Human Resources, Business or a related discipline (or working towards) desirable
• Experience in a HR administration or coordination role
• Sound knowledge of Australian employment legislation and HR practices
• High attention to detail with strong organisational and time management skills
• Strong written and verbal communication skills
• Proficiency in Microsoft Office and HR information systems
• Ability to manage confidential information with discretion and professionalism
• Administrative skills, including initiative, conscientiousness, team approach, coordination skills

Financial Advice Matters Group – Toowong, Brisbane

Client Support Officer

The role involves the provision of general and/or specialised administration support to clients within the Financial Advice Matters Group (‘FAMG’). Working in conjunction with the broader team and assisting to support one or more Financial Advisers and their client panels. The purpose of the CSO role is to provide client support and assist advisers in meeting the needs of FAMG’s clients.

Working within the Operations team and alongside other departments this role works closely with the Financial Advice department and assists with managing client enquiries and administration needs, adviser pipeline, workflow, diary and tasks, engage with clients to book appointments, following up information and deal with day-to-day queries. Further the CSO will facilitate efficient end-to-end file processing including the preparation of documentation for all client meetings, maintenance of client file information and the submission of applications to third party product providers including following up clients and providers for outstanding information.

Responsibilities & Duties

• Engaging with Financial Advisers and their clients.
• Preparation of client meeting packs including review documentation, SOAs, ROAs and relevant applications and/or forms.
• Preparation and lodgement of applications, forms and other documentation to product and service providers.
• Data entry into Xplan or other software systems.
• Engagement with external stakeholders such as product and service providers.
• Participation in team and company arranged training and events.
• General administration tasks.

Skills & Experience

• Experience working in the financial services industry desirable.
• Excellent working knowledge of the Microsoft Office suite.
• Experience working with Xplan, insurance quotation and platform provider software desirable.
• Excellent customer service skills.
• Highly effective communication skills, both written and verbal.
• Highly effective organisation and time management skills.