Case Assessor Team Leader



• Leadership role within a fast paced, high volume client support team
• Supportive, people focused and collaborative team culture
• Exciting opportunity to build your skills and experience with a global firm!


KPMG Australia is part of a global network providing extensive services across a wide range of industries and sectors. Our people collaborate, share their expertise and create innovation as we partner with clients to solve complex challenges, empower change, drive disruption and growth.

Joining KPMG as Financial Advice Team Leader, you will take on a leadership role with a fast paced and fast growing team of case Assessor as part of a part of a strategic customer remediation program within a large bank. Reporting directly into the Head of operations, you will be working closely with the Regulatory Subject Matter Experts as well as the Administration and Calculations team leads.


Your major responsibilities will include:
• Support and direct the Case Assessor team in the conducting of desk based reviews;
• Ensure your team delivers a high quality and timely service to external client;
• Manage workflow to ensure that business processes run continuously and targets are achieved;
• Act as a point of escalation for complex or challenging requests;
• Provide leadership, coaching and professional development opportunities;
• Identify opportunities to improve or streamline our review processes;
• Step in to provide hands on support to your team during peak periods.

How are you Extraordinary? You will have -
• RG146/Diploma of Financial Planning qualified, preferred but not essential;
• Minimum 7 years’ experience in an financial services and/or advice role ;
• Experience of managing and coaching a team of qualified professionals;
• Strong understanding of compliance and regulatory requirements will be highly beneficial, e.g. familiarity with ASIC Regulatory Guides
• Experience in navigating Financial Planning software, e.g. COIN, XPlan, Midwinter
• High attention to detail; meticulous in your approach, ability to assess and articulate information   
• Ability to work on a high pressure environment and manage strict deadlines;
• Ability to communicate feedback in an effective manner to improve team members performance and maintain positive team culture.

The KPMG Difference
At KPMG, we believe diversity of thought, background and unique experience strengthens relationships and delivers meaningful benefits to our people, our clients and communities. Our people are focused on creating a diverse and dynamic environment that embraces and values differences. We value the variety of unique experiences, qualities and characteristics our people possess and we share and learn from each other. We are proud to be consistently recognised as an employer of choice for women, and for our achievements in LGBT+ workplace inclusion. Our commitment to ‘Flexibility’ allows our people to manage the changing demands of work, personal or family life.
Next steps? Please apply online by submitting your resume and cover letter. A member of the KPMG Talent Acquisition team will contact be in contact once your application has been reviewed.



• Leadership role within a fast paced, high volume client support team
• Supportive, people focused and collaborative team culture
• Exciting opportunity to build your skills and experience with a global firm!


KPMG Australia is part of a global network providing extensive services across a wide range of industries and sectors. Our people collaborate, share their expertise and create innovation as we partner with clients to solve complex challenges, empower change, drive disruption and growth.

Joining KPMG as Financial Advice Team Leader, you will take on a leadership role with a fast paced and fast growing team of case Assessor as part of a part of a strategic customer remediation program within a large bank. Reporting directly into the Head of operations, you will be working closely with the Regulatory Subject Matter Experts as well as the Administration and Calculations team leads.


Your major responsibilities will include:
• Support and direct the Case Assessor team in the conducting of desk based reviews;
• Ensure your team delivers a high quality and timely service to external client;
• Manage workflow to ensure that business processes run continuously and targets are achieved;
• Act as a point of escalation for complex or challenging requests;
• Provide leadership, coaching and professional development opportunities;
• Identify opportunities to improve or streamline our review processes;
• Step in to provide hands on support to your team during peak periods.

How are you Extraordinary? You will have -
• RG146/Diploma of Financial Planning qualified, preferred but not essential;
• Minimum 7 years’ experience in an financial services and/or advice role ;
• Experience of managing and coaching a team of qualified professionals;
• Strong understanding of compliance and regulatory requirements will be highly beneficial, e.g. familiarity with ASIC Regulatory Guides
• Experience in navigating Financial Planning software, e.g. COIN, XPlan, Midwinter
• High attention to detail; meticulous in your approach, ability to assess and articulate information   
• Ability to work on a high pressure environment and manage strict deadlines;
• Ability to communicate feedback in an effective manner to improve team members performance and maintain positive team culture.

The KPMG Difference
At KPMG, we believe diversity of thought, background and unique experience strengthens relationships and delivers meaningful benefits to our people, our clients and communities. Our people are focused on creating a diverse and dynamic environment that embraces and values differences. We value the variety of unique experiences, qualities and characteristics our people possess and we share and learn from each other. We are proud to be consistently recognised as an employer of choice for women, and for our achievements in LGBT+ workplace inclusion. Our commitment to ‘Flexibility’ allows our people to manage the changing demands of work, personal or family life.
Next steps? Please apply online by submitting your resume and cover letter. A member of the KPMG Talent Acquisition team will contact be in contact once your application has been reviewed.

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