WT Financial Group Limited is a listed financial services group, delivering services through a national advice network of self-employed financial advisers operating within one of four groups: Wealth Today, Sentry, Synchron and Millennium3.WT Financial Group is seeking a motivated professional to join our Central Advice Team.
This role is ideal for individuals with experience in financial advice, paraplanning, compliance or advice review who are looking to expand their technical and regulatory expertise within a forward-looking, adviser-facing risk management and compliance environment.About the RoleYou will join a national team of 10+ specialists supporting advisers across a broad range of strategies and client scenarios.
The position combines advice file review, technical guidance and contribution to the licensee's risk management framework.
Robust analytical skills, problem-solving capability and a commitment to quality advice delivery are essential.Key ResponsibilitiesConduct peer reviews of advice files using WT's AI-enabled tools and workflow management systemsProvide technical and strategy support across superannuation, insurance, investments, retirement, SMSFs and gearingAssist in implementing and enhancing the licensee's risk management frameworkOffer timely,



practical guidance to advisers to improve advice quality and complianceParticipate in team training, technical sessions and continuous improvement initiativesWhat You Will GainExposure to a high volume and variety of SoAs and RoAs, building strong technical capabilityRegular interaction with advisers, strengthening your commercial and compliance insightDeep understanding of core legislative obligations including s961B, s961G, s961J and s947D, supported by WT's policy suiteStructured professional development within a supportive team focused on continuous learningWhat We're Looking ForMandatory Requirements (your application will not be considered without these)Minimum two years' demonstrated experience in one or more of the following: providing personal advice to retail clients, auditing or reviewing personal advice, or paraplanning for retail clientsThis experience requirement is non-negotiable and essential to perform the roleAdditional RequirementsStrong product, strategy and regulatory knowledgeExcellent written communication and sound judgementProfessionalism, reliability and a service-oriented approachAbility to work in office from Sydney or Perth
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📌 Central Advice Team – Peer Reviewer (New South Wales)
🏢 WT Financial Group
📍 New South Wales