Case Assessors

2 weeks ago

Sydney, Australia Bluefin Resources Full time

Our client, professional services consulting firm is currently recruiting several experienced Financial Advice professionals for an existing Financial Advice Remediation project.
- **Contract is 12 months (June start)**:

- **Daily rate of $454.34 + superannuation per day (can work via a PAYG or ABN)**:

- **Seeking Melbourne or Sydney locations.**:

- **Although roles are remote, it is encouraged to attend the office on occasion.**

**Responsibilities**:

- Verify and validate case files for completeness.
- Assess complex cases involving strategies like Gearing, trusts, and SMSF.
- Assist and provide technical guidance to junior assessors.
- Conduct partial reviews of junior team members' assessments.
- Support Team leads with ad-hoc reporting.
- Contribute to improving workflow practices for enhanced team efficiency.

**Requirements**:

- Undergraduate degree (preferably in business/finance).
- Full RG 146 certification (including SMSF and Margin Lending) with up-to-date CPD.
- Strong written and verbal communication skills.
- Over two years of experience as a minimum.
- Prior experience in Advice Compliance, Paraplanning, or file audit environment highly desirable.
- Ability to coach others in financial planning matters.
- Proactive and able to work under tight deadlines.
- Self-starter with a track record of autonomy.
- Proficiency in Microsoft Office suite.

Please note these are **full time, Monday to Friday** positions and a current AR status is a conflict of interest and would need to be forgone prior to commencement.

BBBH53553_168377798569773

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