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Financial Advice - Adviser advocate
Stable supportive team Assist CA ANZ members in delivering high-quality financial advice Sydney CBD office We are a professional membership body supporting 128 000 diverse, talented and financially astute members. We employ over 500 people in 14 locations across Australia, New Zealand, UK and Asia. When you join us, you have an opportunity to develop great skills & strong networks and do something different and fresh with your career.
The Financial Advice – Adviser role is based in Sydney as part of the Tax and Financial Services Team within our Advocacy and Professional Standings Department. Supporting CA ANZ advocacy activities in financial advice the Financial advice – Adviser will help CA ANZ members who practice in licensed financial advice – limited or full – to understand the rapidly changing financial planning environment and how it impacts their business and advice to their clients. The Opportunity Responding to member queries through the financial services inbox Speaking to members directly either by phone or face-to-face Preparing content for member communications and resources via newsletters, website material, social channels and presentations drawing on member insights and industry Collaborating across the business to promote and support financial advice activities Socialising financial advice activities to a wider internal and external group network to promote the importance of financial advice amongst our networks Great To have 5 years experience in a professional services firm, preferably in financial advice Proven Practical experience in the delivery of financial advice to individuals and/or businesses Outstanding written and verbal (telephone and face-to-face) communication skills with a high attention to detail Chartered Accountant or equivalent, and/or RG 146 compliant A strong background in compliance An excellent knowledge of the financial advice industry including FASEA The ability to deliver a high level of service to our members Ability to apply commercial acumen that adds demonstratable value to our organization and members Respect ethics and have a commitment to high quality standards Position Description For further details, please refer to the attached Job Description or visit Chartered Accountants ANZ career website https://www.
charteredaccountantsanz.com/about-us/what-we-do/work-for-us What’s in it for you At Chartered Accountants ANZ, we are committed to building a diverse and inclusive workplace reflecting the members we serve. As a value driven organisation, we collaborate for success, through integrity and being accountable for ourselves in the role we play to grow and improve as a team.
Our benefits include Scholarship program, flexible workplace, staff benefits, monthly gatherings and internal Career development..