Platform Optimisation Specialist

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

The Platform Optimisation Specialist is part of CFS’s Distribution business unit which is accountable for all sales across the Wealth Management market (Investment and Asset Consultants, 3rd Party Intermediaries, Licensees and Advisers). Products consist of the ‘Edge’ wrap platform, FirstChoice, Investments and Corporate Super. 

This opportunity is within the Sales, Strategy & Adviser Services team, a national function focused on enabling adviser success through platform enablement, sales strategy and adviser support programs. 

Your Responsibilities

• You will work closely with the BDM, RM and New Business roles to support a combination of dedicated technical training responsibilities, ensuring platform readiness, increasing adviser confidence and supporting practices who transition clients to CFS.
• Provide technical training, coaching and guidance to drive retention and growth opportunities across clients in metropolitan and regional locations.
• Provide a combination of virtual and onsite training in various forums (1:1 or groups) to ensure the utilisation and effectiveness of CFS platforms in clients’ practices is maximised.
• As the subject matter expert, you will be a primary contact point for technical, operational and service issues arising from CFS platforms to increase efficiency, identify opportunities for improvements and enhance service experience of new and existing clients.
• Provide insights, market intelligence and frontline feedback on CFS platforms with engagement with peers across Distribution, and key stakeholders across CFS to ensure the CFS platforms are market leading.
• Refer and assist sales activity of specialist offerings within the CFS product suite and report monthly on business activity, campaigns and market related information.

Your Capability and Experience

• Solid experience in the Financial Services industry that will have provided you with an understanding of investment structures, funds management and Wrap Platforms

• Excellent interpersonal / communication skills and presentation skills

• Strong technical knowledge of superannuation and investment structures

• Highly self-motivated with the ability to operate without supervision on a proactive basis

• Knowledge of the advice process and obligations of an adviser will be well regarded

• Deep knowledge of CFS platforms offered and a willingness to enhance this understanding

• RG146 qualified, or committed to obtain this qualification within six months of commencement

• A valid Driver’s License is essential for this role

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions 
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services  
• Additional leave day to celebrate your birthday
• Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
• Exclusive discounts on retail, travel and entertainment

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential. 

Apply today and join us in helping Australians to achieve their financial freedom. 

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

This role is based on Gadigal Land (Sydney).