Job Description

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 Legal Counsel role sits within CFS’s Superannuation, Investments and Advice Legal team, supporting key strategic priorities such as adviser growth, customer engagement, partnerships, and advancements in advice, retirement, CX, and technology. Reporting to the Head of Legal, the role works closely with business units, senior management, risk and compliance, and regulatory boards. It also engages with external industry bodies to support business outcomes and ensure compliance.

Your Responsibilities

You will assist business stakeholders, management and the relevant boards by:

• Providing incisive, practical legal advice on a range of platforms, superannuation or managed investments matters, including advice on product design matters, disclosure, regulatory compliance, distribution, negotiation of agreements and restructuring activities.
• Providing plain English, accurate, timely, advice through effective communication.
• Maintaining and enhancing a strong culture of compliance and managing risk in terms of regulatory and legal obligations.
• Establishing and maintaining effective and positive working relationships with internal stakeholders and external contacts.
• Contributing to the achievement of the goals and targets for the legal team.

• Being an active and contributing team member on simplifying processes and identifying opportunities for continuous improvement.

Your Capability and Experience

Mandatory

• Significant years of experience in PQE in financial services, ideally having spent time in private practice.
• Experience in platforms, superannuation or managed investments, with a strong willingness to develop expertise further. This is particularly in relation to advising on the Corporations Act, ASIC instruments and policy, superannuation legislation, and the practical implementation of these requirements.
• Ability to manage stakeholder relationships and becoming a valued and trusted adviser, work collaboratively to contribute positively to team outcomes, and escalating issues where appropriate.

Desirable:

• Good experience in navigating complex environments, adapting to evolving priorities and managing end-to-end legal or regulatory issues.

• Strategic thinking potential and track record of supporting product development and negotiation of key commercial arrangements.

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).