AddressWe are a purpose-driven bank, owned by our customers
Bank First is a customer-owned bank that exists to serve the people who serve the education and health community. Our members put others first, so we put them first.
We have a clear strategic mandate to transform and grow the bank to do more for our members. At Bank First we are empowered to make bold moves to reimagine the way we serve our members.
So, what’s the role?
In this role you will be responsible for workflow management and implementing efficiencies with Financial Planning software within a compliant framework. The role will also be responsible for coaching and mentoring of Support Staff as well as assisting with the production of advice documents within Financial Planning.
Key responsibilities include:
- Enablement –Drive Project work and efficiencies in the Department
- Ensuring advice document templates are up to date and efficient.
- Assistance with the Production of advice documents as required, Statement of Advice, Record Advice, FDS & Opt In
- Production and review of advice requests
- Support the Compliance Manager & Senior Financial Planners as required.
- Coach and mentor Support Staff.
- Assist with the Approved Product List reviews & be a member of investment committee.
This role is 3 days a week & based at the Hawthorn East office (Hybrid)
The desired, Degree/ Diploma qualified candidate, will need the following:
- A focus on due diligence and compliance to meet and comply with Financial Planning requirements.
- Previous experience working in a Financial Planning team
- Good understanding of Adviser Logic software or other relevant Financial Planning software/tools
- 2 plus years of demonstrated experience in paraplanning or similar
- Ability to develop and retain internal and external third party relationships
- Sound technical knowledge of current legislative, industry and corporate standards.
What we offer our Bank First people
- A for-purpose bank committed to helping its members and their community.
- Impactful work to create a unique experience for our members and employees.
- Work with values-driven leaders, who actively develop talent and support you to grow your career.
- Work-life balance and flexibility, so you can work in a way that best suits you and your commitments outside of work.
- Hybrid working from our offices to connect and collaborate, as well as focused time at home.
- Competitive remuneration with extensive leave options and gym membership subsidy.
To apply
If you are looking for purpose and an organisation that lives their values every day, we encourage you to apply – even if you don’t meet all the criteria.
We encourage applications from people of all ages, cultures, abilities, sexual orientation and gender identities. We strive to provide a recruitment experience that’s fair, inclusive and accessible.
NO Agencies required for this role and we encourage candidates to apply directly as Agency submissions will not be accepted.
