Advice Complaints/Disputes Analyst

Summary about this job

Detail information about job Advice Complaints/Disputes Analyst . Terms and conditions vacancy

The purpose of the Advice Complaints/Disputes Analyst is to support the Advice Complaints team to manage the end-to-end investigation, analysis and resolution of client complaints for all Advice licensees which progress through either internal dispute resolution or external dispute resolution channels.

Key responsibilities:

• Recording complaints and file noting all actions which take place in the management of complaints.
• Partnering with our planners to achieve fair and equitable resolutions to client complaints; managing relationships with internal and external stakeholders, and; responding to complaints in writing, where required.
• Identifying issues or causes of complaints and suggesting solutions to remediate those issues.
• Providing input into the build and maintenance of a robust and compliant complaints management framework as part of a broader monitoring and supervision framework for planners

Key Requirements:

• Sound knowledge of the financial services/financial planning industry and practices, including an understanding of the legal, compliance and regulatory frameworks
• Experience in a planning/advice related role
• Complaints management experience
• Proven analytical and problem-solving skills to identify key issues and cause-effect relationships
• Business acumen with the ability to understand internal and external business drivers and commerciality in decision-making

To apply please click apply or call Dylan Mountford on 02 8289 3171 for a confidential discussion.