Start Date
Immediate
Expiry Date
03 Jan, 27
Salary
80000.0
Posted On
06 Oct, 26
Experience
5 year(s) or above
Remote Job
Yes
Telecommute
Yes
Sponsor Visa
No
Skills
Industry
Financial Services & Insurance
About us
Byfields Wealth Management is a respected financial services firm dedicated to delivering comprehensive wealth management solutions to our clients. We are committed to maintaining the highest standards of compliance, regulatory excellence, and client service. Our team of experienced professionals works collaboratively to ensure that our clients receive sound financial advice and support in achieving their financial goals.
About the role
We are seeking a Compliance & Advice Process Officer (Financial Planning) to join our team in Burswood, WA 6100. We are open to considering applicants seeking full-time, part-time or flexible school-hours arrangements. This role is responsible for supporting our AFSL compliance obligations, advice review processes and ongoing operational improvements. You will work closely with management, advisers and paraplanners to ensure our advice framework remains compliant, practical and efficient while helping implement process improvements across the business.
Key responsibilities
About us
Byfields Wealth Management is a respected financial services firm dedicated to delivering comprehensive wealth management solutions to our clients. We are committed to maintaining the highest standards of compliance, regulatory excellence, and client service. Our team of experienced professionals works collaboratively to ensure that our clients receive sound financial advice and support in achieving their financial goals.
About the role
We are seeking a Compliance & Advice Process Officer (Financial Planning) to join our team in Burswood, WA 6100. We are open to considering applicants seeking full-time, part-time or flexible school-hours arrangements. This role is responsible for supporting our AFSL compliance obligations, advice review processes and ongoing operational improvements. You will work closely with management, advisers and paraplanners to ensure our advice framework remains compliant, practical and efficient while helping implement process improvements across the business.
Key responsibilities
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