Job Opportunities API

Overview of the role The Subject Matter Expert role exists to ensure high‑quality, compliant, and technically sound advice delivery by embedding deep technical expertise and quality assurance into the end‑to‑end advice process.  This hybrid role leverages the team’s established experience as  Process Experts  in different disciplines to  bridge knowledge and capability gaps within the frontline , particularly for  Paraplanners, Financial Planning Assistants, Mortgage Broking Assistants, and Accounting Assistant/Bookkeeping Assistant.  Main duties include: Technical & Quality Assurance (PPs, FPAs, and MBAs)  Review and vet SOA plans for:   Technical accuracy  Compliance with regulatory and internal policy standards  Alignment to advice strategy and client’s best interests  Identify technical gaps, risks, and improvement opportunities prior to plan completion   Maintain consistent application of advice frameworks across products and strategies    Bot / AI Integration & Enablement (PPs, FPAs, and MBAs)  Integrate the Automation into quality control and advice review process  Validate bot outputs to ensure:   Accuracy and relevance of technical guidance  Alignment with approved advice frameworks  Provide feedback to continuously improve Automation effectiveness  Educate frontline teams on how to correctly leverage bot support in advice workflows    Knowledge & Capability Uplift  Act as a go-to technical escalation point for frontline teams  Provide targeted coaching, feedback, and learning recommendations based on review outcomes of output checking (SME support) or plan vetting.  Contribute to development of technical playbooks, guidance notes, and best‑practice examples  Continue to deliver monthly ‘All-In’ meetings with PPs, FPAs, and MBAs, focusing on updates to industry funds, regulatory changes, and evolving market trends. This initiative supports capability uplift across the frontline by ensuring teams are equipped with current, relevant information, driving consistency in messaging, improving client outcomes, and proactively addressing knowledge gaps through open discussion and feedback.    Continuous Improvement & Risk Reduction  Analyze recurring SOA issues and error trends through the collated report from the Service Excellence  Recommend systemic improvements to advice processes and existing workflow and report this to QA Tech Assistance Lead and TQM.  Partner with L&D to strengthen process improvement efforts by integrating SME-driven insights on key opportunity areas, based on validated plans and outcomes derived from hands-on support to frontline TMs, ensuring targeted closure of skill and knowledge gaps  Conduct Performance Development Action Plan (PDAP) assessments to evaluate employee capability through assigned tasks and output review. Provide structured feedback to line managers, highlighting performance outcomes, and identifying opportunities across behavioural, skill, and process areas. Track and report assessment results, including pass/fail outcomes, progression status, and attrition indicators, to support continuous improvement and risk mitigation.    Universal Assignment Responsibilities  The SME may be deployed into client or internal assignments to provide hands-on support. Responsibilities include:  Delivering end-to-end advice support, including plan writing (for those with PP certificate and experience), pre- and post-implementation, lodgement, compliance checks, and ad-hoc t