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 ...