client review manager - financial planning in Sydney CBD

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job details

posted
location
sydney cbd, new south wales
specialism
banking & financial services
job type
permanent
working hours
Full-Time
salary
au$ 90,000 - au$ 145,000 per year
reference number
90M0340522_1537303766
contact
scott sherwood, randstad
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job description

Client Review Manager - Financial Planning Review

Leading wealth management business is seeking experienced financial planning industry professionals to review advice. Excellent salary and career path

  • Excellent Salary and Bonus
  • Contract and Permanent
  • Flexible work opportunity to right candidates


The Company

Well known Wealth Management Leader is currently looking for experienced Financial Planning Industry Professionals to look over advice provided to their clients within a team of industry experts. This role will see you work alongside industry leaders in financial planning. Outstanding career development opportunities exist within this large group.

The business offers outstanding service helping their clients reach their financial goals.

The Role

This program is designed to deliver fair outcome for all customers of the institution and their dealer groups. You will be investigating the quality of the advice provided to clients presently and in the past. Simple as well as complex reviews will be done. Analysis of the advice given and preperation of recomendations to be made to the client will be given. You will be identifying potential breaches and actioning for all internal/external parties to the group.



You will collect all the client's advice and product information. You will Assess the appropriateness of the advice given to customers and help determine an appropriate outcome for them.

This is a great opportunity to:
• Be rewarded with an exceptional salary and bonus structure.
• Take your career to the next level.
• Work with an employer of choice.
• Manage a wide range of portfolios.
• Continue your professional and personal growth.

Experience Required

You need a minimum of 5 years in the Financial Planning industry and RG-146 to apply for the role.

This includes (financial planner, paraplanner, compliance) Remediation Experience highly regarded

To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood at Scott.Sherwood@randstad.com.au or 02 8298 3810

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

Remediation , Paraplanner, Financial Planner, RG-146

qualification

RG-146, Bachelor of Business

educational requirements

Bachelor Degree