KPMG is Recruiting for Entry Level | Associate | Graduate | 0.6 - 2 yrs | Apply Now

KPMG Global is Hiring for Entry Level | Analyst | 0.6 – 3 yrs | Australia

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. We look for talented people with the potential to make an extraordinary difference for our clients, our firm and our communities

KPMG is actively seeking Paraplanners and Financial Advisers to work as Case Assessors reviewing the appropriateness of advice across a number of large scale Remediation projects

Advice Case Assessor

Job Description:
Reporting into your Team Leader, you will be responsible for reviewing customer case files utilising clear guidelines to assess the appropriateness of the advice provided. You will also receive on the job training from your buddy and have access to SME’s who are on hand to lend their support and answer any tricky questions.

Reporting into your Team Leader, your major responsibilities will include:

Reviewing customer files, investigating clients complaints and assessing the appropriateness of the advice provided
Liaising with administrative and calculations teams to ensure the customer is remediated appropriately
Communicating with customers over the phone to request further information to assist you in assessing their cases

To be considered for this opportunity, your qualifications, skills & experience could include:
Minimum RG146 qualified
Intermediate/Advanced Microsoft Office Skills and computer savvy
Experience working as an Paraplanner or Financial Planner
Strong understanding of compliance and regulations within Financial Services
Ability to meet deadlines and maintain levels of quality in a target-driven environment
Ability to work autonomously and confidence to make decisions based on guidelines given
Attention to detail and ability to analyse information

To Apply