file assessment - remediation program in Sydney

posted
contact
scott sherwood, randstad
job type
temporary

job details

posted
location
sydney, new south wales
specialism
banking & financial services
job type
temporary
working hours
Full-Time
experience
4 years
reference number
90M0426930_1601269394
contact
scott sherwood, randstad
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job description

File Review - New Team - CBD Based

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

  • Excellent Daily Rate
  • 6 - 12 Month Contract
  • Flexible work

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 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 need to be done. Certain clients that need reviews will be given a team member to
take care of them.

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 2 years in remediation

Minimum of 5 years in remediation


To apply online, please click on the appropriate link. All applications will be strictly confidential.

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, file review

qualification

RG - 146

educational requirements

Post Graduate Diploma