13 Oct
|
Bongiorno Group
|
Woollahra Municipality
13 Oct
Bongiorno Group
Woollahra Municipality
Bongiorno Wealth Management seeks an experienced Compliance Officer to support its Financial Planning and Insurance teams on a versatile 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 collaborative, long-term role.
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📌 Part-Time Compliance Officer: Financial Planning & Wealth (Woollahra Municipality)
🏢 Bongiorno Group
📍 Woollahra Municipality