Technical Content Specialist - Financial Advice

• 26 days’ annual leave, including 1 for your birthday 
• Apply your financial advice knowledge and experience 
• Work flexibly – work from home and the office each week 
• Permanent full-time position based in Sydney, Melbourne or Brisbane 

Shape the capability of the advice profession

Are you an experienced Senior Financial Adviser, Compliance Manager, or Advice Coach looking to apply your expertise in a new way?

This role offers the opportunity to step beyond client files and influence the professional capability of advisers across the industry. You will design and write contemporary, practice-relevant learning modules that strengthen adviser knowledge, judgement and technical skill.

The Opportunity

We are seeking an experienced financial advice professional to develop sophisticated multimedia learning content and assessments for Continuing Education (CE), short courses and bespoke industry programs.

This is an autonomous, intellectually engaging role where you will:

• Research and write technically accurate, practice-ready learning modules
• Develop case studies and scenarios reflecting real-world advice challenges
• Translate complex regulatory and strategic concepts into clear, applied guidance
• Script and contribute to videos, motion graphics and interactive activities
• Interview industry experts and incorporate diverse practitioner perspectives
• Work collaboratively with instructional designers and multimedia producers to bring content to life

You will have ownership of modules from concept through to final production, ensuring content is technically robust, commercially realistic and aligned with current regulatory standards.

Why This Role May Suit You

• High autonomy and professional trust
• Influence adviser standards and professional capability nationally
• Focus on strategy, judgement and applied technical excellence
• Work with a collaborative academic and production team
• Opportunity to remain at the forefront of industry and regulatory developments

About You

You will likely have:

• Significant experience within a financial planning practice (e.g. Senior Financial Adviser, Technical Specialist, Compliance Manager, Advice Coach or Professional Standards role)
• Strong working knowledge of Australian financial advice regulation and professional obligations
• Experience mentoring, reviewing or uplifting adviser capability
• The ability to articulate complex advice concepts clearly and practically
• Excellent written communication and research capability
• Confidence working independently while meeting agreed production timelines

Postgraduate qualifications in financial planning or a related discipline will be highly regarded.

Experience in presenting to camera, recording voice-overs or contributing to professional development materials is desirable but not essential.

Don't delay in submitting your application. Applications close on 13th March 2026. 

Kaplan Professional

Kaplan Professional is Australia’s major provider of financial planning, applied finance, real estate, mortgage broking, insurance & leadership online higher education, vocational education and corporate courses and programs. Our Sydney office, by Wynyard station, comprises around 150 people who work in a range of professional and academic roles. We also have staff in other locations around Australia, both in office environments and working remotely. 

Background-Check Notice & Declaration

Kaplan and many of its major clients operate in highly regulated environments. This requires us to be proactive and diligent in relation to personnel background checks and to undertake thorough vetting of candidates for roles of this nature. To enable Kaplan to assess a candidate’s suitability for this role, each candidate will be required to answer pre-screening questions, and, if you receive a conditional offer of employment, you will be required to undertake the relevant background checks (unless Kaplan determines otherwise). These checks may include one or more of the following: verification of identity, working rights, criminal history, qualifications, and working with children clearance. If you are shortlisted, Kaplan will advise you which checks are required for this role and explain how you will undertake the checks. Kaplan is committed to handling your personal information appropriately. Please see the Privacy Policy at Kaplan.edu.au for information about how Kaplan may handle your personal information in connection with this application process.

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