Who is WT Financial Group?

WT Financial Group Limited is a listed financial services group, delivering services through a national advice network of self-employed financial advisers operating within one of four groups: Wealth Today, Sentry, Synchron and Millennium3.

WT Financial Group is seeking a motivated professional to join our Central Advice Team. This role is ideal for individuals with experience in financial advice, paraplanning, compliance or advice review who are looking to expand their technical and regulatory expertise within a forward-looking, adviser-facing risk management and compliance environment.

About the Role

You will join a national team of 10+ specialists supporting advisers across a broad range of strategies and client scenarios. The position combines advice file review, technical guidance and contribution to the licensee's risk management framework. Strong analytical skills, problem-solving capability and a commitment to quality advice delivery are essential.

Key Responsibilities

Conduct peer reviews of advice files using WT's AI-enabled tools and workflow management systems

Provide technical and strategy support across superannuation, insurance, investments, retirement, SMSFs and gearing

Assist in implementing and enhancing the licensee's risk management framework

Offer timely, practical guidance to advisers to improve advice quality and compliance

Participate in team training, technical sessions and continuous improvement initiatives

What You Will Gain

Exposure to a high volume and variety of SoAs and RoAs, building strong technical capability

Regular interaction with advisers, strengthening your commercial and compliance insight

Deep understanding of core legislative obligations including s961B, s961G, s961J and s947D, supported by WT's policy suite

Structured professional development within a supportive team focused on continuous learning

What We're Looking For

Mandatory Requirements (your application will not be considered without these):

Minimum two years' demonstrated experience in one or more of the following: providing personal advice to retail clients, auditing or reviewing personal advice, or paraplanning for retail clients

This experience requirement is non-negotiable and essential to perform the role

Additional Requirements:

Strong product, strategy and regulatory knowledge

Excellent written communication and sound judgement

Professionalism, reliability and a service-oriented approach

Ability to work in office from Perth or Sydney

How to Apply

Please submit your CV and a brief cover letter outlining your experience and interest in the role. Your cover letter must clearly demonstrate how you meet the mandatory two-year experience requirement listed above.

Please note: Applications without cover letters will NOT be considered.