Financial Advice Remediation Analyst

Financial Advice Remediation Analyst

29 Oct
|
Kirra Services
|
Haymarket

29 Oct

Kirra Services

Haymarket

Job details

Here’s how the job details align with your profile.

Pay

- $300 - $600 a day

Job type

- Contract

Shift and schedule

- 8 hour shift

- Shift work

Location

Sydney NSW 2000

Full job description

Location: Sydney & Melbourne
Job Role and Key Skills: Financial Advice Remediation Analyst

POSITION SUMMARY

Kirra Services is currently looking for the position of RG 146 Qualified Assessor, based in Sydney & Melbourne for the global technology innovator and world's leading IT company.

We are searching for talented and motivated professionals who are passionate about their careers and are eager to make a meaningful impact in their respective fields.





If you are an experienced consultant looking to take on challenging and rewarding work, we want to connect with you.

Mandatory Requirements:

- RG-146 Certified (all modules)
- 4+ years’ experience in complex financial advice remediation programs, with at least 1 year in a Quality Assurance role
- Proficient verbal and written communication skills with a customer service orientation
- Ability to coach and mentor junior staff to remediate quality issues

Desired Attributes and Skills:

- Proficient in Excel
- Prior supervisory experience

Key Responsibilities

- Contact customers to understand and document complaint specifics including all relevant details
- Follow-up and follow-through as required (via both email and telephone)
- Request relevant information including confidential documents to inform assessment of complaints
- Document customer information and case assessment work papers and outcomes in case management system in required format and level of detail
- Draft formal ‘Assessment Outcome’ document to be shared with both client and customer






- Identify opportunities to refine assessment and compensation calculation methodologies and work collaboratively with project management to implement
- Conduct Quality Assurance reviews of junior staff’s work products and deliverables
- Provide coaching to junior staff where required
- Act as a point of escalation for junior team members
- Act as a point of escalation for customers on complex remediation issues and/or disputes
- Work collaboratively with Squad Lead and Project Workforce Management on resourcing workflow and performance issues

Preferred location and On-Site requirements for anyone who starts on this project -Ideally Melb, with Syd also being workable. The engagement will be able to accommodate a hybrid working model in the future, but in the first instance,





the strong preference is to have staff on-site (Melb CBD/ Syd CBD).

Can work be done remotely? -Work must be done on-shore. Work to be performed at client offices. On-site initially; potential for hybrid work after initial on-boarding, training and trial period.

Require basic background checks + police checks to be completed.

If you are interested in being considered for any of these roles, please submit your application below or contact Sef directly at [email protected]. We look forward to connecting with you and discussing how your skills can contribute to the success of our dynamic team.

Job Type: Contract
Contract length: 12 months

Pay: $300.00 – $600.00 per day

Schedule:

- 8 hour shift

Application Question(s):

- Are you able to work in Sydney or Melbourne?

Experience:







- Quality Assurance role: 1 year (Preferred)
- Complex Financial advice remediation: 4 years (Preferred)

Licence/Certification:

- RG-146 Certified (all modules) (Required)

Work Authorisation:

- Australia (Preferred)

Work Location: Hybrid remote in Sydney, NSW 2000

▶️ Financial Advice Remediation Analyst
🖊️ Kirra Services
📍 Haymarket

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