team lead – file review in Sydney

posted
contact
scott sherwood, randstad
job type
contract
salary
AU$ 100,000 - AU$ 140,000 per year

job details

posted
location
sydney, new south wales
specialism
banking & financial services
job type
contract
working hours
Full-Time
salary
AU$ 100,000 - AU$ 140,000 per year
experience
2 years
reference number
90M0421227_1598225851
contact
scott sherwood, randstad
Apply with
add to saved jobs print

job description

Team Lead – File Review

Leading Wealth Management business is seeking a Manager or Team Leader to help a team of file reviewers deliver quality outcomes and make ensure the review processes are efficient and customer focused.

Bullet Points

CBD Based

6 month Contract

Leading Wealth Business

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

You will be leading a team currently reviewing advice given to its customer base to ensure compliance and legislative requirements are met. The team has expanded and now has experienced Financial Planning Industry Professionals to look over advice provided to their clients. The role is crucial for making sure quality outcomes are met and that the review processes are robust.

You will maintain strong working relationship internally to ensure that continuous improvement of case review processes as well as file collection.

This program is designed to deliver fair outcome for all customers of the institution and their dealer groups. It is 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.

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 12 months leading a team in compliance or remediation within the Advice Industry.
  • Experience dealing with external legal parties
  • ADFP

To apply online, please click on the appropriate link.

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