Advice Remediation Assessment Managers

2 days ago

Sydney, Australia Oceanic Consulting Group Full time

Sydney based advice remediation client
- Excellent day rate contracts

Our delivery teams are constructed with the individuals that have the specific delivery experience, that our clients require.

Opportunities are available for Sydney based financial services professionals for case assessment roles in various remediation projects (full advice review and fee for service) in-house with OCG clients.

We are interested in talking to financial services professionals, who have qualifications, skills and proven experience in the following areas:

- RG146 qualified and experience in paraplanning, associate and/or financial planner roles.
- Previous experience in wealth, superannuation, advice client service roles.
- Experience in case assessment within advice remediation
- Strong understanding of compliance and regulations within financial services
- Strong understanding of advice frameworks and standards and regulations within Financial Services
- Ability to meet deadlines and maintain levels of quality in a target-driven environment
- Excellent stakeholder management and client-centric delivery style.

To ensure success, we are seeking detail-oriented professionals who are able to successfully analyse information and confidently make decisions based on specific client guidelines and methodologies, professionals who can work both autonomously and collaboratively in a team environment.

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