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Case Assessor - Remediation

HAYS - Sydney, NSW

Any Industry
Source: uWorkin


Your new company

This is a globally recognised consultancy firm who are committed to providing a high-quality service to their prestigious clients. People are at the heart of their success and they are currently seeking high performing professionals to be a part of this large Financial Advice remediation project.

Your new role

As a Case Assessor your responsibilities will include:

  • Reviewing financial advice documents to ensure they adhere to regulations and policies
  • Carrying out high quality assessments and expressing reasons for your outcomes
  • Meeting the specific targets and deadlines required
  • Ensuring that your work is to a high standard

What you'll need to succeed

  • Diploma of Financial Planning
  • A strong background within Financial Planning
  • Previous experience working on a remediation project is advantageous
  • A high attention to detail, a strong technical ability and exceptional communication skills
  • Experience of working in a team and achieving productivity and quality targets

What you'll get in return

You will learn new skills, join a team of Wealth Management professionals, take on a new challenge and get your foot in the door with a Big 4 Consultancy firm. There will be excellent training opportunities involved as well as the possibility for contract extensions depending on workload and performance.

What you need to do now

If you're interested in this role contact Annabel Bassil on Annabel.Bassil@hays.com.au. If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231.

SA Licence number : LHS 297508