Financial Remediation Expert

3 weeks ago

Adelaide, South Australia Insignia Financial Full time
### Role Overview

We are seeking a highly skilled Senior Case Assessor to join our team at Insignia Financial. This is a pivotal role that plays a key part in ensuring our company is a safe and trusted business.

### Estimated Salary Range

The estimated annual salary for this position is between $120,000 to $180,000, depending on experience and qualifications.

### Job Description

As a Senior Case Assessor, you will conduct Quality of Advice Review Case Assessments with respect to various Advisers. This includes forming an opinion on the appropriateness of the advice provided as well as the counterfactual approach to assist in determining detriment where inappropriate advice has been determined.

### 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

To be successful in this role, you will possess:

* 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

We celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

### How to Apply

To be considered for this role, you will need to:

1. Be meeting or exceeding expectations in your current position; and
2. Have discussed your application with your Manager prior to submitting it.

Please note that applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

We acknowledge that applications from agencies will not be considered at this time.

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