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Eoi - Advice Case Assessor

KPMG Australia - Sydney, NSW

Banking & Finance
Source: uWorkin


KPMG Australia is part of a global network providing extensive services across a wide range of industries and sectors. Our people collaborate, share their expertise and create innovation as we partner with clients to solve complex challenges, empower change, and drive disruption and growth.

KPMG is currently seeking experienced Case Assessors, Financial Planners and Paraplanners to work as Case Assessors on a full-time basis until 30 June 2022 with possibility of extension. You will be joining a well-established advice remediation project based in Rhodes and be responsible for reviewing customer case files, assessing the appropriateness of the financial advice provided and work alongside internal stakeholders to ensure the customer is remediated appropriately.

Flexible work arrangements are available however there is the requirement to work from the Rhodes office 3 days/fortnight.

Your Major Responsibilities Will Include

  • Reviewing simple to highly complex customer files
  • Determining appropriateness of financial advice provided
  • Investigating client complaints
  • Collaborating with Subject Matter Experts and Peer Reviewers to assess customer files
  • Contacting customers to obtain further information which will allow you to assess appropriately
  • Working alongside support teams for compensations and ensure positive customer outcomes

At KPMG we are passionate about supporting our staff to set them up for success. Upon commencement, you will benefit from a comprehensive 2 week induction program and then a 4-6 week embedding program focused on learning and applying the clients’ guidelines. KPMG will also pay to maintain your CPD points.

How are you Extraordinary?
  • Minimum RG146 qualified
  • 3 years + experience working as a Financial Planner, Case Assessor or Paraplanner essential
  • Strong understanding of compliance and regulatory requirements within Financial Services
  • Attention to detail and ability to analyse information
  • Ability to work autonomously and make decisions based on guidelines given
  • Ability to meet deadlines and maintain levels of quality in a KPI-driven environment is essential
  • Intermediate/Advanced Microsoft Office Skills (Outlook and Excel)

The KPMG Difference

At KPMG, we believe diversity of thought, background and unique experience strengthens relationships and delivers meaningful benefits to our people, our clients and communities. Our people are focused on creating a diverse and dynamic environment that embraces and values differences. We value the variety of unique experiences, qualities and characteristics our people possess and we share and learn from each other. We are proud to be consistently recognised as an employer of choice for women, and for our achievements in LGBT+ workplace inclusion.

Next steps? Please apply online by submitting your resume and cover letter. A member of the KPMG Talent Acquisition team will be in contact once your application has been reviewed.