About Entireti Entireti is the leading business service partner for financial advice practices in Australia. At Entireti, our team is dedicated to helping each other and our adviser network thrive. We foster a supportive, innovative culture where everyone has the tools and opportunities to grow, collaborate, and help Australians reach their potential. Role Purpose The core purpose of the role is to operate as part of the TapIn team providing first class technical advice and support to financial advisers within the Akumin network, selected external licensee partners and other key internal stakeholders. Role and Responsibilities The main focus area are : Providing technical advice, support and analysis, and solutions to technical problems to internal and external financial advisers. Ensuring the business is aware of opportunities and threats posed by legislative change and monitoring and communicating of changes to laws and regulations in related areas. Identifying opportunities and developing new and original technical strategies, articles, case studies and training material to create a competitive advantage for the business resulting from : Changes to legislation Developments in the financial services industry Answer financial adviser enquiries received via the TapIn contact centre phone line and email, covering a broad range of financial planning areas including, superannuation, SMSFs, social security, aged care, estate planning, retirement planning, taxation, and personal insurance. Develop technical material and publications to support financial advisers and key stakeholder initiatives. Develop and deliver technical presentations for financial advisers and key internal stakeholders. Review written material for technical sign off. Ideal Skills and Experience Strong technical knowledge covering the principal areas of superannuation, social security, taxation, aged care, personal insurance, estate planning and financial planning issues Proven experience in a technical role or as a financial adviser Sound knowledge of the financial planning industry Tertiary qualification (accounting/law/commerce/finance/business/financial planning) Public speaking experience and experience presenting webinars Experience in effective stakeholder management The profile of person we are looking for Thinks and acts proactively Demonstrates drive and achievement focus Ability to work independently Works well with others to achieve a common goal Client and customer focus If this sounds like you, apply now! Come join the leading business service partner for financial advice practices in Australia.
