Sessional Ombudsman, Investment & Advice

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

📋 Description

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

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

• Facilitate fair and prompt dispute resolution on a flexible, engagement-based approach.

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

• Communicate decisions effectively to firms and complainants.

• Provide coaching and mentoring to junior team members.

• Oversee complex issues while managing a demanding caseload.

• Engage as part of AFCA’s team of proficient dispute-resolution experts with access to specialized resources and support.

⛳️ Requirements

• Legal qualifications accompanied by senior executive experience.

• Experience in at least one area such as financial planning, stockbroking, managed funds, cryptocurrency, or derivatives; proficiency in multiple areas is highly desirable.

• Background in tribunals, EDR schemes, regulatory agencies, related business entities, or private practice.

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

• Excellent written and verbal communication skills to interact with the insurance sector and the community.

• Capability to simplify complex concepts for better understanding.

• Proficient in verbally articulating decisions to firms and complainants.

• Skilled in coaching and mentoring junior staff.

• High resilience and focus to manage challenges and public scrutiny effectively.

• Exceptional relationship-building capabilities.

• A senior professional with extensive experience in the Investment & Advice sector and a proven track record of success.

🏝️ Benefits

• Flexible work options.

• Thoughtfully designed benefits.

• Opportunities for professional growth and expertise enhancement.

• Flexible working arrangements.

• State-of-the-art office facilities promoting collaboration and wellbeing.

• An accredited Family Friendly Workplace that supports work-life balance and inclusivity.

• A culture that values inclusivity and diversity.

• Continuous support and access to AFCA resources and specialized teams.