smsf - technical specialist in Sydney CBD

Sydney CBD, New South Wales
job type
AU$ 130,000 per year
reference number
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job description

Technical Specialist – SMSF

  • CBD Location
  • Up to 170K Package
  • Great Team Environment

The Company

This business is a well known brand that rewards its employees with many lifestyle benefits. They have a collaborative culture where people help each other and sales roles are well supported with administration and client service staff. They are a leading company in the Financial Services industry and have many different business units including Financial Planning, Insurance and Superannuation.

The Role

Working with multiple teams in Wealth Management, you will be working with key stakeholders to ensure the building of the smsf offering is up to date and that the front office staff are equipped with the latest industry developments when advising their clients.

A main focus of the role will be to make sure that all smsf advice is delivered to the customer in an effective manner and is efficient. You will also be working with the documentation team in building a good framework for smsf. You will be providing both Financial Planners and Risk Advisors with the right framework and latest compliance issues to make sure they operate in the most efficient way.

You will be coaching advisors on technical aspects and will be looked at as the “go to” expert for SMSF.

Your Experience

  • 10 + Years in financial services industry
  • SMSF Accreditation
  • Experience providing smsf advice
  • Sounds technical knowledge
  • Experience training and coaching advisors over phone and face to face

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood on


SMSF Technical Specialist, Technical Consultant
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