Bongiorno Wealth Management seeks an experienced Compliance Officer to support its Financial Planning and Insurance teams on a flexible 2-3 day-per-week basis in Sydney. You will manage Xplan templates, user groups and data feeds, and update advice documents and client communications.
Work with the Training & Compliance Manager to ensure regulatory requirements are met and plays a key role in adviser onboarding, compliance reviews, and records maintenance. A team-oriented, long-term role.