What’s the role?

The role of the Advice Remediation Manager is to ensure that you keep to the Advice Commitment of delivering consistent and quality advice to clients.

Your day-to-day activities will include

  • Maintain and enhance existing and past client relationships in order to maintain strong reputation of integrity and honesty
  • Apply the methodologies and principles consistently, which have been developed for Advice Review Remediation for the review of advice provided by previous advisers
  • Conduct client interviews and comprehensive needs analysis to ensure the provision of quality general and specific financial advice in relation to previous advice provided.
  • Ensure that client investment and insurance needs have been satisfied with recommendations and wealth strategies
  • Provide clients with accurate information and review short and long-term wealth strategies provided to them

What knowledge, skills & experience we need

  • ADFP or higher
  • 4 years  minimum experience as a Financial Advisor or Financial Planner
  • Excellent relationship skills
  • Demonstrated track record of making good decisions

Next steps

If you would like express your interest in this opportunity, please click on the ‘Apply now’ button.

Tell me more

  • Location: Working from home in Sydney
  • Rate: $500pd + super
  • Work Pattern:
  • Start Dates: ASAP
  • Duration: 6 months contract