Product Disclosure Specialist at Findex

, , Australia -

Full Time

Start Date

Immediate

Expiry Date

11 May, 26

Salary

0.0

Posted On

10 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Product Disclosure Statements, Target Market Determinations, Regulatory Requirements, Risk Management, Compliance, Governance Frameworks, Attention to Detail, Stakeholder Relationships, Document Production, Disclosure Operations, Process Improvements, Objective Keystone, Financial Services, Superannuation, Managed Funds, Platforms

Industry

Financial Services

Description

We are seeking a Product Disclosure Specialist, preferably based in Melbourne, but happy to look at other locations across Australia, to support the delivery and ongoing maintenance of disclosure documentation across Super, Managed Funds and Platforms. This role works closely with the Disclosure Manager and key internal and external stakeholders to ensure product documentation is accurate, compliant, and delivered in line with regulatory and governance requirements. The role offers strong exposure to regulatory frameworks, product governance, and disclosure operations within a collaborative financial services environment. Your role, your contribution! Support the end-to-end preparation, review, maintenance, and distribution of Fund and Platform disclosure documents, including Product Disclosure Statements (PDSs) and Target Market Determinations (TMDs) Monitor regulatory and product changes, assess impacts on the disclosure suite, and support updates and related communications Coordinate the delivery of disclosure documentation across multiple channels, including web, email, platform notifications, mail house, and third-party dissemination Maintain accurate records, audit trails, approvals, verification materials, and historical document libraries in line with compliance requirements Support due diligence activities and contribute to process improvements that enhance efficiency, accuracy, and compliance Use document production and disclosure systems (e.g. Objective Keystone) to issue and manage required documentation The benefits of joining us! Exposure to end-to-end product governance processes Work across superannuation, funds, platforms and regulatory frameworks Collaborative, cross-functional stakeholder environment Strong learning and career development opportunities Experience in Australian financial services, supporting disclosure or regulated documentation Working knowledge of PDSs, TMDs, and relevant regulatory requirements Understanding of risk management, compliance, and governance frameworks Experience with Objective Keystone or similar document production systems Strong attention to detail with the ability to manage competing priorities Proven ability to build effective relationships with internal and external stakeholders What you will bring to the role: If this role sounds like a good fit - Apply now! Our Impact: Why join Centric? At Centric, we make managing wealth simple, flexible, and rewarding. Our online platform gives Advisers and Investors the tools to build and grow their wealth with confidence - from smart investment options to easy reporting and portfolio management. We’re a team that believes in making a real difference. Built in partnership with Advisers, Centric is all about helping people and their clients thrive. For the Community - The Findex Community Fund (FCF) is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement. For our Customers - Together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking, and top-tier professional services. Here, you’re empowered to work in a way that brings out your best — supporting your growth, your team, and the clients who trust us to make a real difference. For You - At Findex, we focus on developing our people first. With structured training and development opportunities, we allow our people to grow their career in a way that sets them up for success. We actively support our people by giving them extra support to external studies that is relevant to their role. For Diversity & Inclusion - Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees and encourage applications from candidates with a variety of strengths, backgrounds and experiences.

Responsibilities

Support the end-to-end preparation, review, maintenance, and distribution of Fund and Platform disclosure documents. Monitor regulatory and product changes, assess impacts on the disclosure suite, and support updates and related communications.