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Experienced Case Assessor

Hays Banking - Melbourne, VIC

Banking & Finance
Source: uWorkin


Your new company
Wealth management and corporate governance concerns are headline news. Many institutions are looking to assess, undertake corrective actions and provide compensation, where required, to clients within Financial Advice. We are interested to hear from reliable, organised and hard-working individuals to join our Remediation Project Team which focuses on Financial Services clients across Banking, Insurance and Wealth Management.

Your new role

  • You will be responsible for reviewing and assessing financial advice in order to ascertain if the advice was appropriate or inappropriate for the customer.
  • This will include a great deal of data analysis, investigation and problem solving.
  • You will have a high attention to detail and the ability to take ownership of financial advice case files.
  • You must be RG146 qualified.

What you'll need to succeed

  • You will have a relevant degree, RG146 and a keen interest in developing your career in Financial Services
  • You will have a solid knowledge of Excel and possess strong numeracy and analytical skills
  • Delivering prompt and professional client service will be expected from you at all times, so exceptional communication skills are essential
  • A high attention to detail is of the utmost importance for this role as well as good time management and excellent organisation skills

What you'll get in return
You will be given the opportunity to be part of an exciting Remediation Project for a leading global organisation that prides itself on helping clients and people excel. You will also receive an attractive salary and career progression opportunities.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to [email protected]

LHS 297508 #2474032