Senior Case Assessor (Advice Review)
Location: Canberra, ACT, AU, 2600; Sydney, NSW, AU, 2000; Adelaide, SA, AU, 5000; Melbourne, VIC, AU, 3000; Hobart, TAS, AU, 7000; Brisbane, QLD, AU, 4000
Employment Type: Max Term Full Time
Play a pivotal role in ensuring Insignia Financial is a safe and trusted business 12 month max term position Location agnostic The Role Reporting directly to our Team Lead, our Senior Case Assessors conduct Quality of Advice Review Case Assessments with respect to various Advisers. This includes forming an opinion on the appropriateness of the advice provided as well as the counterfactual approach to assist in determining detriment where inappropriate advice has been determined.
Your key responsibilities: Conduct case-level advice review assessments in accordance with Insignia's methodology framework, and formulate appropriate counterfactuals when inappropriate advice is observed Participate in peer reviews of other assessors' outcomes and calculation results Contribute to the development of individual or holistic methodology solutions Represent assessment views in various forums as necessary Maintain a high throughput of case production Engage with potentially impacted clients to address issues and agree on potential outcomes To be successful in this role you will possess: Extensive experience as a senior case assessor in large-scale structured remediation programs Significant experience in an advisory role, advice compliance, or professional standards. Demonstrated expertise in applying an assessment methodology framework to distinct and unique cases Ideally, RG 146 compliant Strong knowledge of relevant legislation and regulatory obligations related to financial services and the provision of advice Deep understanding of Authorised Representative obligations and responsibilities Commitment to integrity and honesty Well-developed problem-solving skills and the ability to make informed decisions quickly To be considered for this role, you will need to: Be meeting or exceeding expectations in your current position Have discussed your application with your Manager prior to submitting it To Apply Read more about why you should join our team at this link .
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.
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