Case Assessor - Advice Review Project - Big 4 Audit firm - Melbourne

Fantastic opportunity to work with a Big 4 Audit firm, Excellent team culture, A great start to get your foot in the door into advice remediation.

Our client, a 'big 4' Global Audit and Advisory firm, are seeking professionals within the Financial planning industry.

You will be required to review and assess the suitability of advice provided to customers and provide your findings and evidence in a detailed report.

This is a fantastic contract opportunity to work for an international brand, in a positive and dynamic team environment

The Opportunity:

Daily Rate: TBC depending on skills, years of experience and qualifications in the industry.

Start: Multiple intakes June/July 

Contract: Until June 2022

Location: Melbourne with the flexibility to WFH

Required work experience, skills, or education:

  • Diploma of Financial Planning (RG146) or the Advanced Diploma 
  •  Minimum 3 years experience within a Financial planning/Advising/ Paraplanner role 
  •  High attention to detail with an investigative approach 
  • Possess excellent communication skills and a positive, proactive attitude 

20/04/2021 $0 Sydney 1 Banking & Financial Services
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