methodology consultant - up to $150k in Sydney

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job details

posted
location
sydney, new south wales
specialism
banking & financial services
job type
permanent
reference number
90M0343122_1523504475
contact
jeremy oconnor, randstad
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job description

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


The Company

Well known Wealth Management Leader is currently looking for experienced Financial Planning Industry Professionals to develop and improve assessment guidelines and processes for all remediation experts within the business. 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 responsible for writing principles and taking new approaches to assess advice and make sure that all processes are in place for customers to be remediated in the most effective and efficient manner. You will be a main point of contact for key stakeholders within the business and make sure they understand and comply with the right guidelines and methodology.

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 & Requirements

Financial Planning or Remediation Experience
Policy writing in Financial Planning preferred.
You need a minimum of 5 years in the Financial Planning industry and RG-146 to apply for the role.


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



skills

Remediation, Financial Planning, Policy

qualification

University degree

educational requirements

Bachelor Degree