Advice Quality And Improvement Specialist

Mercer

Melbourne, Australia
Hybrid
Advice platforms (xplan, iress)
Excel skills
Root-cause analysis
The Advice & Quality Specialist enables a consistent, efficient and compliant advice delivery model by optimising end-to-end advice processes, supporting advisers to adopt improved ways of working, and embedding strong documentation and record-keeping practices

Job Summary

  • The Advice & Quality Specialist enables a consistent, efficient and compliant advice delivery model by optimising end-to-end advice processes, supporting advisers to adopt improved ways of working, and embedding strong documentation and record-keeping practices.
  • This role contributes to the governance framework through monitoring, control and assurance activities (including supervision, audit support and remediation), tracking performance outcomes, and ensuring change initiatives and enabling technology enhancements meet regulatory and business requirements.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients, and communities.

Matching Summary

The Advice & Quality Specialist enables a consistent, efficient and compliant advice delivery model by optimising end-to-end advice processes, supporting advisers to adopt improved ways of working, and embedding strong documentation and record-keeping practices.

Skills & Requirements

Must-have

  • advice platforms (Xplan, IRESS)
  • Excel skills
  • root-cause analysis
  • process redesign
  • quality assurance/monitoring
  • control testing/evidence collation
  • stakeholder management and influencing

Nice-to-have

  • Power BI or similar reporting tools
  • Certified in Training and Assessment
  • problem solving mindset
  • continuous improvement orientation
  • commercial lens

Key Requirements

  • 3–7 years’ experience
  • advice operations, governance/quality, compliance monitoring, operational risk or assurance
  • financial advice process, documentation requirements and Australian regulatory obligations
  • Clear written and verbal communication
  • structured analytical skills

Work Rights

Must have approval to work in Australia

Tailored Resume

Cover Letter