Advice Quality And Improvement Specialist

Marsh & McLennan Companies Inc

Melbourne, Australia
Hybrid
3-7 years experience in advice operations
Practical experience with xplan or iress platforms
Strong excel skills required
This role enables a consistent, efficient, and compliant advice delivery model by optimizing end-to-end advice processes and supporting advisers to adopt improved ways of working

Job Summary

  • This role enables a consistent, efficient, and compliant advice delivery model by optimizing end-to-end advice processes and supporting advisers to adopt improved ways of working.
  • The position requires conducting control testing, maintaining audit trails, and ensuring all process changes align with regulatory obligations and internal policies.
  • Mercer offers professional development opportunities, interesting work, and a supportive culture where colleagues can create new solutions and have impact for clients.

Matching Summary

This role enables a consistent, efficient, and compliant advice delivery model by optimizing end-to-end advice processes and supporting advisers to adopt improved ways of working.

Skills & Requirements

Must-have

  • 3-7 years experience in advice operations
  • Practical experience with Xplan or IRESS platforms
  • Strong Excel skills required
  • Root-cause analysis and process redesign capability
  • Knowledge of Australian financial advice regulations

Nice-to-have

  • Familiarity with Power BI reporting tools
  • Certified in Training and Assessment desired
  • Experience with CRM systems
  • Proactive solutions-oriented mindset
  • Commercial lens for decision making

Key Requirements

  • 3–7 years' experience in advice governance or compliance
  • Approval to work in Australia required
  • Criminal & Bankruptcy check required prior to employment

Work Rights

Must have appropriate approval to work in Australia

Tailored Resume

Cover Letter