Oceanic Consulting Group | Financial Advice Case Assessment Managers | Sydney
vor 1 Woche
Financial Advice Case Assessment Managers We are looking for experienced financial advice case assessment managers that have worked on large scale wealth remediation projects to support a large Australian financial services institution.
Our client is a highly respected financial services provider that is undertaking a review of past financial advice and needs experienced individuals from Sydney, Melbourne or Brisbane for case assessment roles in a full advice remediation project commencing in January.
We are interested in talking to financial services professionals who have qualifications, skills, and proven experience in the following areas:
Must be RG146 qualified Ideally experienced in paraplanning, compliance, and associate and/or financial planner roles.
Must have experience in case assessment within a full advice remediation project.
Must have a bachelor's degree in business, finance, economics, or similar.
Strong understanding of compliance and regulations within financial services.
Strong understanding of advice frameworks and standards and regulations within Financial Services.
Ability to meet deadlines and maintain levels of quality in a target-driven environment.
Excellent stakeholder management and client-centric delivery style.
To ensure success, we are seeking detail-oriented professionals who are able to successfully analyze information and confidently make decisions based on specific client guidelines and methodologies, professionals who can work both autonomously and collaboratively in a team environment.
Please APPLY NOW to submit your application.
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