Advice Assurance Officer


Reference #
Closing Date

Banking & Financial Services

Vacancy Type
Work type
  • Career progressing opportunity to join an expanding team
  • Contribute to improve the quality of advice provided to consumers and protect our brand and reputation in the market
  • Opportunity to build strong relationships with various stakeholders
About the Role
Role Location: Melbourne, VIC
Role Type: Full-time
The Advise Assurance Officer role will directly report to the Manager Advice Quality and will be part of a collaborative and passionate team delivering an effective supervision and monitoring framework. You will review and assess planner behaviour, documentation and quality of advice to ensure compliance with legislative and business requirements. Provide comprehensive feedback and a formal audit assessment to planners within required timeframes. You will also contribute to the development and improvement of processes to drive improved outcomes for customer and the business and reduce complexity.
About You
To grow and be successful in this role, you will bring the following:
  • Advanced Diploma in Financial Planning
  • Extensive experience in audit, financial planning or paraplanning. Solid understanding of advice  compliance issues and regulatory requirements
  • Strong interpersonal skills with strong stakeholder engagement capability
  • Ability to manage competing priorities and plan efficiently and effectively to meet tight deadlines
  • Ability to identify and analyse risks and problems and propose solutions. Attention to detail
  • Excellent verbal and written communication skills and advanced computer literacy skills
About ANZ
At ANZ, everything we do boils down to ‘why’ – our purpose – to shape a world where people and communities thrive. We're just as focused on seeing our people thrive as well as our customers. We'll give you every opportunity to develop your career.
We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste and reducing bureaucracy.
A happy workplace is a thriving one. So in order to attract and keep the best talent, and say thanks for the hard work, we make sure all our employees are rewarded.
ANZ recognises the value of an inclusive and diverse work environment. We take pride in the diversity of our people and encourage applications from diverse candidates. Our recruitment decisions are based on the key inherent needs and requirements of each role, and candidates are selected based on their unique strengths and characteristics.
We work flexibly at ANZ. Talk to us and let us know how this role can be flexible for you.
To find out more about working at ANZ or to view other opportunities visit You may apply for this role by visiting ANZ Careers and search for reference number AUS097739.

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