Case Manager – Advice Remediation

The Company 
Our client is one of Australia’s leading Wealth Management groups, providing Wealth Management products to its clients via a range of well-regarded brands. They are committed to attracting high performing people and offer a positive and collaborative working environment, where career development is strongly encouraged and supported.

A challenging and rewarding role you will be working to tight deadlines, managing high volumes and work on a national scale. This position is responsible for reviewing financial planning advice files and associated documentation, across a number of distribution channels and geographic locations in respect to regulatory obligations and policies.
Key Skills and Experience

  • Solid understanding of the financial planning process.
  • Degree qualifications ideal
  • DFP qualified
  • Good understanding of the advice process and experience with policy legislation.
  • Positive, can-do attitude, proactive, enthusiastic with a strong work ethic

This role offers scope, diversity and the opportunity to prove yourself in a highly visible role. The organisation is experiencing growth and change and offering great potential for the future.

To express your interest in this opportunity, please forward your resume using the “Apply Now” link below or contact Steve Kelly on (03) 9602 9860 for more information.