Advice Review Case Manager

  • Join an organisation that prides itself on diversity of people and thought    
  • Ensure delivery of goals and objectives are met and against the policy and procedures
  • Effective collaboration with team members and stakeholders

About The Role
Role Location: Based either in Melbourne or Sydney CBD office
Role Type: Multiple Fixed Term Contract Opportunities (12 months)
As an Advice Review Case Manager, you will assess financial planning client files and related data to determine the appropriateness of the advice provided, assess detriment, document findings and put forward a recommendation in an efficient, accurate and timely manner.
About You
To be successful in this role, you will ideally bring the following:

  • Experience in financial planning related field (e.g. Financial Planner, Paraplanner, Compliance, Vetting, and Remediation)
  • Good time management and planning skills
  • Attention to detail to ensure accuracy
  • Excellent interpersonal skills to ensure effective relationships with stakeholders
  • Highly motivated; a quick learner; is able to write well; driven and keen to learn new skills in financial services communications        

About ANZ
At ANZ, everything we do boils down to ‘why’ – our purpose – to shape a world where people and communities thrive. We're just as focused on seeing our people thrive as well as our customers. We'll give you every opportunity to develop your career.
We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste and reducing bureaucracy.
A happy workplace is a thriving one. So in order to attract and keep the best talent, and say thanks for the hard work, we make sure all our employees are rewarded.
At ANZ we aim to create an inclusive environment where employee differences such as gender, age, culture, disability, sexual orientation, family and caring responsibilities and religion are valued.
We work flexibly at ANZ. Talk to us and let us know how this role can be flexible for you.
To find out more about working at ANZ or to view other opportunities visit You may apply for this role by visiting ANZ Careers and search for reference number AUS083497.

Are you viewing this job on LinkedIn? Click here to apply