Remediation Case Managers

Profusion Group

Multiple roles available - July start. Apply your financial planning experience to assist in the provision of advice auditing.

  • Long term contracts available
  • Attractive salary dependent on industry experience
  • Rhodes NSW location
Company Overview 

Our client is one of Australia's leading Wealth Management groups, providing Wealth Management products to its clients via a range of well-regarded brands. They are committed to attracting high performing people and offer a positive and collaborative working environment, where career development is strongly encouraged and supported.

Role Overview 

A challenging and rewarding role you will be working to tight deadlines, managing high volumes and work on a national scale. This position is responsible for reviewing financial planning advice files and associated documentation, across a number of distribution channels and geographic locations in respect to regulatory obligations and policies.
Key Skills and Experience
  • Solid understanding of the financial planning process
  • Experienced senior Financial Advisers or Paraplanners or Associate Advisers
  • Degree qualifications and DFP
  • Good understanding of the advice process and experience with policy legislation
  • Positive, can-do attitude, proactive, enthusiastic with a strong work ethic
What's on offer

This role offers scope, diversity and the opportunity to prove yourself in a highly visible role. The organisation is experiencing growth and change, and offering great potential for the future. Excellent daily rates and long term contracts. 

To express your interest in this opportunity, please forward your resume using the "Apply Now" link below or contact Krystle Priddis on 0401 555 772 for more information.

Connect with me to hear about similar roles and market updates