Adviser Wealth Quality Assurance - Plan Writer
The New Zealand Automobile Association (Incorporated)(1 month ago)
About this role
The Wealth Advice Quality Manager (Plan Writer) is a subject matter expert within Westpac’s Advice Quality & Governance team who supports the delivery of high-quality financial advice documentation and governance. The role partners with Wealth Office leadership and advisers to ensure advice aligns with industry standards, regulatory requirements and customer needs. This is a six-month, full-time position based in Auckland, Wellington or Christchurch with a hybrid work arrangement.
Required Skills
- Quality Assurance
- Financial Advice
- Regulatory Knowledge
- XPLAN
- CRM
- MS Office
- Communication
- Customer Service
- Analytics
- Detail Orientation
+1 more
Qualifications
- Graduate Diploma in Personal Financial Planning
- New Zealand Certificate in Financial Services (Level 5)
- Tertiary Degree (preferred)
About The New Zealand Automobile Association (Incorporated)
co.nzN/A
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