- Ensure Insurance Advisors adhere to all legislative and policy guidelines.- Provide timely and constructive feedback to Advisers.- Preparing Compliance Reports.- Compliance training e.g. writing training manuals and compliance scripts for department to use- Identifying patterns and trends to assess areas of risk to the business and recommendations for process improvement.- Investigating complaints and claims

- Developing overall financial strategy for prospective and existing clients (investments, superannuation and life insurance) in line with client’s requirements.- Complete writing financial recommendations- Conduct interviews with prospective and existing clients (needs analysis, reviews etc).- Explaining the benefits of the advice provided.- Researching appropriate products that would meet clients needs.

Accurately prepare Statement of Advice (SOA) that meets all legislative and policy guidelines utilising COIN financial planning software on a timely basis.

Providing customer service to ANZ Credit Card customersMaking professional judgement regarding fee reversals when requiredHandling complaints in a manner to ensure customer satisfaction.Cross selling other products (e.g. Secure Sentinel, ANZ Edine card)

Cash handling and days end balancing plus management of foreign currency transactions, deposits, payments of various accounts, cheques, etc.