Assurance and Advisory - Deloitte Manages Soluations Director

Our people are our brand, and they play an active role in shaping and driving our brand with clients and each other every day. In this role, you'll be joining a team of innovative and passionate thinkers.

Assurance & Advisory
Our Assurance & Advisory (A&A) team of more than 900 outstanding professionals serve many of Australia's largest publicly-owned companies, private businesses and the three tiers of government. Our differentiation is built on a vision to change client's and our people's capacity to act.

Role description
We are interested to hear from reliable, organised and hard-working individuals to join our Financial Services case assessment team which focuses on banking, insurance and wealth management clients.

The Deloitte Managed Solutions team is responsible for delivering large-scale client projects for Financial Services clients, which, depending on the client, can involve potential solutions including:

  • Case assessment
  • Reporting for Regulators and Ombudsmen
  • Investigation
  • Claims handling and review

The team works in a target-orientated, quality-controlled environment where being able to work with a high level of accuracy to prescribed processes and to strict deadlines is a prerequisite.

In order to be successful in this role, you will need to demonstrate a thorough understanding of Financial Services Industry regulation and concepts, such as products and distribution channels. You will also possess excellent written communication, organisational and time management skills and have a strong understanding of professional ethics.


  • Verify and validate the completeness of case files in line with the prescribed process guidance requirements
  • Take responsibility for case assessments with complex strategies, (including, but not limited to, Gearing, trusts and SMSF)
  • Collaborate with team members and provide technical assistance to junior assessors on technical and application queries
  • Conduct partial reviews of junior team members’ case assessments where required
  • Provide assistance to Team leads in performing ad-hoc reporting to management as required.
  • Contribute to developing and implementing workflow practices to enhance team efficiency.

To be successful in the role, you will possess the below skills and experience

  • Full RG 146 (Financial Planning Diploma) with up to date CPD is desirable but not essential
  • Advanced Financial Planning Diploma is desirable but not essential
  • Highly developed communication skills, both written and verbal
  • Experience in working with advice assessment, preferably in Personal Financial Advice
  • Prior experience in an Advice Compliance, Paraplanning or file audit environment would be desirable
  • Ability to coach others towards a greater understanding of basic financial planning matters.
  • Possess a hands-on attitude and have the ability to work to tight deadlines and pre-empt workload
  • Self-starter with a track record of working autonomously
  • Moderate to strong knowledge of and ability to work with, the Microsoft Office suite

Next Steps
By applying to this job you will be assessed against the Deloitte Global Talent Standards. We’ve designed these standards to provide our clients with a consistent & exceptional Deloitte experience globally.

If this sounds like an exciting opportunity that aligns with your experience and career goals, we want to hear from you. Click “Apply” below and submit your application

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