Case Assessor- Financial Planning


An exciting opportunity exists to join a global consultancy firm on a key remediation project based in Rhodes, with ample parking and a 5 minute walk from the station.

Work with an incredible team and take your career to new heights!

This progressive client is urgently seeking energetic, switched on and commercially minded Case Assessors to join a key Advice Review Project offering contracts of 3, 6 and 12 month tenure, with opportunity to extend and further progress your career.

You will be required to review and assess the suitability of advice provided to customers, providing your findings and evidence in a detailed report to determine if remediation is required.

This is a fantastic contract opportunity to work for an a globally recognised employer of choice, in an interesting and highly regarded project where your input counts in an inclusive, team orientated environment.

Skills & Experience required

  • Demonstrable experience in one of the following areas within  Financial Planning/Advice, Para planning, Advice Compliance, Case/Advice Review or Remediation
  • Minimum 3 years’ experience in financial planning
  • RG146 Compliant
  • High attention to detail with an investigative approach 
  • Possess excellent communication skills and a positive, proactive attitude 

If your are available for a short term or immediate start , are motivated available to work in Rhodes, please apply below or call Felicity on 02 9252 1***.