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 complaints and disputes • Work closely with regulatory, industry, and consumer stakeholders • Contribute to fair and timely dispute resolution • Apply judgement, experience, and leadership to strengthen the Investment & Advice sector • 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

🎯 Requirements

• Legal qualifications with senior executive experience • Experience in financial planning, stockbroking, managed funds, cryptocurrency, or derivatives • Experience in tribunals, EDR schemes, regulatory agencies, related business entities, or private practice • Knowledge in at least one relevant Investment & Advice area required; knowledge of multiple areas highly desirable • 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

🏖️ Benefits

• Flexible work options • Thoughtful benefits • Opportunities to deepen expertise • Access to AFCA’s resources, specialist teams, and ongoing support • Flexible, per-engagement basis • Hybrid working and flexible arrangements • State-of-the-art offices designed for collaboration and wellbeing • Accredited Family Friendly Workplace supporting work-life balance and inclusivity • Inclusive workplace culture • Accessibility support during the recruitment process

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