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Advice Remediation - Case Assessor

Job Title: Advice Remediation - Case Assessor
Contract Type: Contract
Location: Sydney, New South Wales
Industry:
Salary: Negotiable
Reference: 191969_1548741060
Contact Name: Anson Lam
Contact Email: ansonl@porterallen.com.au
Job Published: January 29, 2019 16:51

Job Description

Our client is a leading Australian Bank going through growth and strategic change and are seeking a Case Assessor to manage end to end advice cases. This is a great opportunity to transition into the advice remediation space.


This is the ideal role for a candidate with proven attention to detail and time management skills. The ideal candidate will be one that has a clear understanding of the financial planning process and is looking to grow their experience working within a review and remediation project.

The role:

  • Manage and review of all customer profiles in the past years
  • Assess cases of financial advice provided to customers
  • Collaborate with key stakeholders to work on improvements to the risk management framework
  • Remediate inappropriate advice and behaviour where required.
  • Collate inappropriate advice and determine appropriate remediation
  • Manage end to end process of advice review cases

The ideal candidate:

  • Must be degree qualified in related discipline
  • Understanding of Financial Advice process and preferred case management experience
  • Proven attention to detail
  • RG146 Accreditation
  • Strong stakeholder management

For a confidential discussion please call Anson Lam on 02 8247 5712, email ansonl@porterallen.com.au or click on the apply button below.