Disclosure Analyst

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

The Disclosure team, part of CFS’s Superannuation & Investments business unit, ensures the accurate and timely production of compliant, customer-focused disclosure materials for investment, superannuation, and retirement products. Reporting to the Director of Disclosure, the team plays a critical role in managing risk and supporting customers’ best interests. 

In this role, you will contribute to delivering high-quality product disclosure statements and related documents, leveraging strong attention to detail, communication, and stakeholder management skills. You’ll also gain experience with our disclosure software and deepen your understanding of compliance and risk principles.

Your Responsibilities

• Assist Disclosure Managers with due diligence processes for issuing new PDS documents.
• Develop a strong understanding of the CFS product range and related compliance requirements. 
• Edit and proofread PDS documents using Keystone software to ensure accuracy and compliance. 
• Coordinate document production and support stakeholder communication across projects. 
• Provide general support to the Disclosure team on tasks and initiatives as needed.

Your Capability and Experience

• Experience in wealth management with a strong understanding of superannuation and investment products (CFS or similar). 
• Familiarity with regulatory requirements and disclosure principles, supported by RG146 or equivalent qualifications. 
• Ability to contribute to business initiatives and build strong relationships across teams and stakeholders. 
• Excellent verbal and written communication skills with strong attention to detail. 
• Credibility and experience in working with senior internal stakeholders to achieve outcomes.

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Additional day for your birthday
• Hybrid working model 
• Access to CFS Employer Super
• Life Leave - 3 days per annum
• Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need. 
• Access to Corporate rates with BUPA Health Insurance
• Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential. 

Apply today and join us in helping Australians to achieve their financial freedom. 

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

This role is based on Gadigal Land (Sydney).