Senior Case Assessor

2 weeks ago

Sydney, New South Wales, Australia Insignia Financial Full time

About the Role

As a Senior Case Assessor at Insignia Financial, you will play a pivotal role in ensuring the company's reputation as a safe and trusted business. This 12-month max term position is location-agnostic, offering flexibility and work-life balance.

Your Key Responsibilities:

  • Conduct case-level advice review assessments in accordance with Insignia's methodology framework, and formulate appropriate counterfactuals when inappropriate advice is observed.
  • Participate in peer reviews of other assessors' outcomes and calculation results.
  • Contribute to the development of individual or holistic methodology solutions.
  • Represent assessment views in various forums as necessary.
  • Maintain a high throughput of case production.
  • Engage with potentially impacted clients to address issues and agree on potential outcomes.

Requirements:

  • Extensive experience as a senior case assessor in large-scale structured remediation programs.
  • Significant experience in an advisory role, advice compliance, or professional standards.
  • Demonstrated expertise in applying an assessment methodology framework to distinct and unique cases.
  • Ideally, RG 146 compliant.
  • Strong knowledge of relevant legislation and regulatory obligations related to financial services and the provision of advice.
  • Deep understanding of Authorised Representative obligations and responsibilities.
  • Commitment to integrity and honesty.
  • Well-developed problem-solving skills and the ability to make informed decisions quickly.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.

How to Apply:

Please submit your application, including your resume and a cover letter, to [insert contact information]. We acknowledge and celebrate the richness that individual differences bring to our team and are committed to creating an inclusive and diverse workplace.

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