Join a leading national private wealth advice business with an enviable brand and part of a global financial services group to strengthen advice quality. Work closely with advisers to guide and build confidence in managing their advice delivery. Deliver national support via one-on-one digital coaching and group training, fostering a strong efficient compliance culture.
Key Responsibilities
- Coach advisers nationally on applying financial advice compliance in daily practice
- Translate complex regulations into clear, business-focused guidance
- Deliver digital/group training initiatives
- Spot capability gaps, themes, and improvement opportunities
- Partner across the business for consistent compliance practices
- Monitor issues and drive advice quality enhancements
This role suits an experienced compliance. paraplanning or advice professional who thrives on translating complex regulations into practical guidance across a national network.
- Proven coaching/guidance experience in advice compliance
- Deep knowledge of regulatory impacts on daily operations
- Strong engagement skills simplifying complex info into practical advice
- Confidence in working with senior advisers offering counsel and support to influence change
- Organised, proactive, solutions focused
- Rewarding role with private client advice exposure
- Influence on compliance culture and development
- Supportive environment blending coaching, training, and stakeholder engagement
- Opportunities for impact in a dynamic, growing business
Ric Zanetti | 0413020864 | ric.zanetti@profusiongroup.com | All discussions confidential.
Profusion respect people, value diversity and are committed to equality. We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
