Sessional Ombudsman, Investment & Advice

This is a fully remote position, open to applicants in Australia.

📋 Description

• Address intricate disputes and complaints related to Investment & Advice.

• Support equitable and prompt dispute resolution processes.

• Collaborate closely with regulatory bodies, industry representatives, and consumer groups on matters impacting the investment and advice sector.

• Utilize judgement, experience, and leadership to enhance sector outcomes and standards.

• Articulate decisions verbally to firms and complainants.

• Provide coaching and mentorship to junior team members.

• Handle complex issues while managing a demanding caseload.

• Engage in activities that may range from once a week over several months to a few days each month or long-term commitments.

• Be a part of AFCA's team of adept dispute-resolution professionals.

⛳️ Requirements

• Possess legal qualifications accompanied by senior executive experience.

• Have a background in financial planning, stockbroking, managed funds, cryptocurrency, or derivatives.

• Demonstrate knowledge in at least one pertinent Investment & Advice area; familiarity with multiple areas is highly advantageous.

• Gain experience in tribunals, EDR schemes, regulatory bodies, affiliated business entities, or private practice.

• Exhibit strong analytical abilities to navigate complex issues and manage a busy caseload.

• Showcase high-level proficiency in written and verbal communication.

• Capable of simplifying complex concepts for better understanding.

• Able to verbally clarify decisions to firms and complainants.

• Proficient in coaching and mentoring junior staff.

• Possess strong resilience and focus to tackle challenges and withstand public scrutiny.

• Excellent relationship-building skills.

• Senior, legally qualified professional with extensive experience in the Investment & Advice sector and a proven record of accomplishments.

• Candidates must be ready and willing to assume a Board-appointed, fixed-term role for three years.

🏝️ Benefits

• Flexible work arrangements.

• Comprehensive benefits package.

• Opportunities for skill enhancement and expertise development.

• A culture that is inclusive and caring.

• Access to AFCA's resources, specialist teams, and continuous support.

• Flexible work arrangements based on engagement needs.

• Hybrid work model.

• State-of-the-art office environments designed to foster collaboration and well-being.

• Accredited Family Friendly Workplace promoting work-life balance and inclusivity.

• Commitment to LGBTQ+ workplace inclusion.

• AFCA is dedicated to ensuring a response to every applicant.