Remediation Case Manager

ANZ

Vacancy closed!

Unfortunately this vacancy is no longer open. Please contact a member of staff if you require assistance.

Location
Melbourne
Reference #
AUS111887
Closing Date
08-05-2020
Sector(s)

Banking & Financial Services

Vacancy Type
Permanent
Work type
Full-Time
  • Career progressing opportunity
  • Be part of an organisation that values diversity, inclusion, and respect
  • Come work for an adaptive, resilient, and socially responsible organisation


About The Role

Role Location: 55 Collins Street, Melbourne VIC 3000 or 242 Pitt Street, Sydney NSW 2000

Role Type: Permanent, Full-time
 

As a Remediation Case Manager, you will assess the financial planning client files and related data to determine the appropriateness of the advice provided, assess detriment, document findings and put forward a recommendation in an efficient, accurate and timely manner.

You will work both individually and as a team member in a broader remediation team that consists of professionals with a wide range of skillsets. You will examine for detriment across a broad spectrum of issues such as; asset allocation, insurance, service related issues. You will also be required to complete Peer Reviews of other Case Managers as well as articulate remediation requirements to forums, management, financial planners and peers.

 

You will accurately and efficiently complete assigned cases, undertake case review in required timeframes in a fast paced and challenging environment and work on a variety of cases which differ in degrees of complexity.

 
About You

To grow and be successful in this role, you will ideally bring the following:

  • Strong experience in Financial Planning Industry – minimum 7 years (ex. Financial Planner, Paraplanner, Compliance, Vetting, Remediation)

  • Excellent interpersonal skills to ensure effective relationships with stakeholders

  • Good time management and planning skills

  • Attention to detail to ensure accuracy

  • Previous Advice Remediation experience is highly regarded

 
About ANZ

At ANZ, everything we do boils down to ‘why’ – our purpose – to shape a world where people and communities thrive. We're just as focused on seeing our people thrive as well as our customers. We'll give you every opportunity to develop your career.

 

We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste and reducing bureaucracy.

 

A happy workplace is a thriving one. So in order to attract and keep the best talent, and say thanks for the hard work, we make sure all our employees are rewarded.

 

ANZ recognises the value of an inclusive and diverse work environment. We take pride in the diversity of our people and encourage applications from diverse candidates. Our recruitment decisions are based on the key inherent needs and requirements of each role, and candidates are selected based on their unique strengths and characteristics.





We work flexibly at ANZ. Talk to us and let us know how this role can be flexible for you.

 
 

To find out more about working at ANZ or to view other opportunities visit www.anz.com/careers. You may apply for this role by visiting ANZ Careers and search for reference number AUS111887.

 
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