Financial Advice Remediation Analyst

5 days ago

Sydney, Australia Kirra Services Full time

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

***

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
- 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.

**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

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