Sessional Ombudsman, Investment & Advice

🔥 14 minutes ago

🇦🇺 Australia – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

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Logo of Australian Financial Complaints Authority

Australian Financial Complaints Authority

501 - 1000 employees

Founded 2018

💼 Consulting

⚖️ Legal

🛡️ Insurance

Consulting • Legal • Insurance

Australian Financial Complaints Authority is an independent organization that offers fair and free dispute resolution for consumers and small businesses in Australia facing financial complaints. It handles issues related to credit, finance, insurance, banking, investments, and superannuation, ensuring accountability and transparency in the financial services sector.

📋 Description

• Resolve complex Investment & Advice disputes and complaints • Contribute to fair and timely dispute resolution • Work closely with regulatory, industry, and consumer stakeholders on issues affecting the investment and advice sector • Apply judgement, experience, and leadership to strengthen sector outcomes and standards • Explain decisions verbally to firms and complainants • Coach and mentor junior staff • Manage complex issues and a busy caseload • Participate in engagements ranging from one day a week for several months to a few days per month or longer-term arrangements • Work as part of AFCA’s pool of skilled dispute-resolution professionals

🎯 Requirements

• Legal qualifications with senior executive experience • Experience in financial planning, stockbroking, managed funds, cryptocurrency, or derivatives • Knowledge in at least one relevant Investment & Advice area; knowledge of multiple areas highly desirable • Experience in tribunals, EDR schemes, regulatory agencies, related business entities, or private practice • Strong analytical skills to manage complex issues and a busy caseload • High-level written and verbal skills • Ability to explain complex concepts simply • Ability to verbally explain decisions to firms and complainants • Ability to coach and mentor junior staff • Strong resilience and focus to handle challenges and public scrutiny • Excellent skills to build positive relationships • Senior, legally qualified professional with deep Investment & Advice sector experience and a proven record of achievement • Applicants must be willing and able to undertake a Board-appointed, fixed-term position for three years

🏖️ Benefits

• Flexible work options • Thoughtful benefits • Opportunities to deepen expertise • Inclusive, caring culture • Access to AFCA’s resources, specialist teams, and ongoing support • Flexible, per-engagement work arrangements • Hybrid working • State-of-the-art offices designed for collaboration and wellbeing • Accredited Family Friendly Workplace supporting work-life balance and inclusivity • LGBTQ+ workplace inclusion • AFCA is committed to responding to every applicant

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