Senior Analyst

Overview

About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

The opportunity

We’re seeking a detail-oriented and proactive Senior Analyst to support the resolution of external disputes raised by clients, members, regulators, and stakeholders.

The Operational Governance Division comprises of Distribution Governance & a variety of Governance related roles, including transaction monitoring and fraud.

This role is critical in maintaining Netwealths reputation and fostering trust with AFCA, clients, and stakeholders.

Key responsibilities

- Investigate and respond to external complaints in line with RG 271 and other regulatory requirements
- Liaise with external agencies including AFCA to ensure timely and accurate resolution
- Document dispute processes and outcomes with precision
- Recommend solutions that align with legal obligations and internal policies
- Managing high volumes of complex disputes within strict regulatory timeframes
- Ensure consistency and fairness in dispute outcomes while tailoring responses to individual cases
- Keeping up with regulatory changes and industry best practices
- Meet SLA related to resolution time, customer satisfaction, and compliance

About you

- 1–3 years experience in dispute resolution, compliance, or legal roles
- Strong knowledge of RG 271 and AFCA processes
- Tertiary qualifications in Law, Business, or related fields
- Familiarity with governance and risk systems such as Protecht and CRM platforms
- Excellent communication and documentation skills
- Be able to stay informed on regulatory changes and adapt to evolving industry standards
- Commit to ongoing learning and engage in professional development to maintain expertise in compliance and dispute handling

Life At Netwealth

At Netwealth, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we.

We’re committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We’re proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180.

We’re big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people.

Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.

We offer a range of benefits focused on health, wellbeing, and personal development, including:

- Family-friendly support: Paid parental leave and a fully funded school holiday program
- Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts, and financial wellbeing services
- A vibrant culture: Social events, trivia nights, and corporate sports
- Employee Resource Groups: LGBTQIA+, DAWN (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group
- Community impact: Paid volunteering and our Netwealth Impact Group

Apply now

We’re proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It’s one of our core values. We’re committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing, and cultural initiatives. We’re also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work.

If you're excited about this opportunity but don’t meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.

If you require any reasonable adjustments during the recruitment process, please contact us at people@netwealth.com.au.

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