Advice Review - Team Leader

Location: Sydney CBD, New South Wales
Job Type: Contract
Salary: Negotiable
Contact: Fiona Lu
Specialisation: Wealth Management
Reference: 199462_1573616436

Our client is an industry leader going through growth and strategic change and are seeking an experienced Financial Advice Remediation Team Leader. This is a great opportunity for you if you have experience from a Big 4 Bank or accounting firm to come and deliver on a major remediation project.

This is the ideal role for a candidate with proven experience managing a team of case assessors responsible for assessing financial planning advice files.

The role:

  • Lead a team of case assessors to deliver on a major remediation project in a deadline driven environment
  • Ensure team KPIs are met and conduct weekly performance reviews
  • Perform quality assurance of the end to end processes with feedback to Senior Managers
  • Collaborate with senior stakeholders to work on improvements to the risk management framework
  • Manage on boarding program and train new team members
  • Document internal policies and procedures to standardise internal processes

The ideal candidate:

  • Must be degree qualified in related discipline
  • MUST have Advice Remediation experience and experience in leadership position
  • Proven attention to detail
  • DFP or ADFP is highly regarded
  • Professional written and verbal communication skills

For a confidential discussion please call Fiona Lu on 02 8247 5703, email Fiona.lu@porterallen.com.au or click on the apply button below.