Compliance Officer (Part-Time 2-3 Days Per Week)
Flexible part-time opportunity | Financial Planning & Wealth Management
Bongiorno Wealth Management is seeking an experienced and organised Compliance Officer to support our Financial Planning and Insurance teams.
This role would suit someone with experience in financial planning operations, compliance, paraplanning or practice management who is looking for a flexible 2-3 day per week position.
Working closely with the Training & Compliance Manager, you'll play an important role in supporting advisers, maintaining systems and ensuring regulatory requirements are met across the business.
What's on offer?
Flexible 2-3 day per week role
Supportive and collaborative team environment
Modern Sydney office location
Work with an established and respected financial services business
Opportunity to be involved in projects, process improvement and technology initiatives
Long-term stability with a growing business
About the role
Your responsibilities will include:
Managing and maintaining Xplan templates, user groups and data feeds
Updating advice document and client communication templates
Assisting with adviser onboarding and offboarding activities
Supporting internal and external compliance reviews
Maintaining compliance registers and regulatory records




Assisting with AFSL obligations including fee consents, privacy and AML requirements
Supporting training and professional development initiatives
Identifying opportunities to improve systems, processes and efficiencies.
About you
To be successful in this position you will have:
Previous experience within financial planning, wealth management or financial services
Strong working knowledge of Xplan
Understanding of financial planning compliance requirements
Excellent organisational and administration skills
Strong attention to detail
Intermediate to advanced Microsoft Office skills
Ability to build positive working relationships with a range of stakeholders.
About Us
For more than 60 years, Bongiorno Wealth Management has been providing trusted financial advice and wealth management services to medical and dental professionals across Australia.
We pride ourselves on building long-term relationships with our clients and creating a workplace culture that is supportive, team-oriented and focused on delivering exceptional service.
If you're looking for a flexible part-time opportunity where you can utilise your compliance and financial planning experience while maintaining work-life balance, we'd love to hear from you.
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📌 Compliance Officer (Part-Time 2-3 Days Per Week) (Sydney)
🏢 Bongiorno Group
📍 Sydney