Compliance Officer (Part-Time 2-3 Days Per Week)Flexible part time opportunity | Financial Planning & Wealth ManagementBongiorno 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 roleSupportive and collaborative team environmentModern Sydney office locationWork with an established and respected financial services businessOpportunity to be involved in projects, process improvement and technology initiativesLong-term stability with a growing businessAbout the roleYour responsibilities will include:Managing and maintaining Xplan templates,



user groups and data feedsUpdating advice document and client communication templatesAssisting with adviser onboarding and offboarding activitiesSupporting internal and external compliance reviewsMaintaining compliance registers and regulatory recordsAssisting with AFSL obligations including fee consents, privacy and AML requirementsSupporting training and professional development initiativesIdentifying opportunities to improve systems, processes and efficiencies.About youTo be successful in this position you will have:Previous experience within financial planning, wealth management or financial servicesStrong working knowledge of XplanUnderstanding of financial planning compliance requirementsExcellent organisational and administration skillsStrong attention to detailIntermediate to advanced Microsoft Office skillsAbility to build positive working relationships with a range of stakeholders.About UsFor 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, collaborative 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) (New South Wales)
🏢 Bongiorno Group
📍 New South Wales