senior procedure consultant - advice up to 140k + bonus in sydney cbd

posted
job type
permanent
salary
AU$ 130,000 per year
apply now

job details

posted
location
sydney cbd, new south wales
job category
banking & financial services
job type
permanent
salary
AU$ 130,000 per year
reference number
90M0336245_1525301465
phone
000
apply now

job description

Senior Procedure Consultant - Advice Up to 140K + Bonus

Leading wealth management business is seeking experienced financial planning professional to develop and enhance compliance framework.

  • Excellent Salary and Bonus
  • 12 Month Contract (likely to go permanent )
  • Flexible work opportunity to right candidates


The Company

Well known Wealth Management Leader is currently looking for experienced Financial Planning Industry Professionals to look over advice provided to their clients within a a team of industry experts. This role will see you work alongside industry leaders in financial planning. Outstanding career development opportunities exist within this large group.

The business offers outstanding service helping their clients reach their financial goals.

The Role

Exciting role that will see you developing, maintaining and improving the processes of a major wealth business within Financial Services. You will be working within guidelines to put in place processes and inititives to ensure the assessment of client files is completed accurately and in a professional manner.

The wider business will be working off the processes and tools you and your team implement. All initiatives and process will be documented so key stakeholders in the business understand and can help enhance.

This is a key business function within the group as it crosses paths with all key groups including the licensees , Risk, Legal and Complaints. The overall goal of this function and business unit is to ensure clients are given the best advice possible.

This is a great opportunity to:
• Be rewarded with an exceptional salary and bonus structure.
• Take your career to the next level.
• Work with an employer of choice.
• Manage a wide range of portfolios.
• Continue your professional and personal growth.

Experience Required

You need a minimum of 5 years in the Financial Planning industry and RG-146 to apply for the role.

  • Policy Writing
  • Methodology
  • Compliance

To apply online, please click on the appropriate link. All applications will be strictly confidential. Please email scott.sherwood@randstad if you would like more detail.



skills

Financial Planning, Remediation, Methodology

qualification

RG-146, Degree Qualified

educational requirements

Post Graduate Diploma