
Senior Dispute Resolution Specialist - Investments/Financial Planning 18-24 month Fixed Term contract
Australian Financial Complaints Authority
- Sydney, NSW
- Contract
- Full-time
- Review complex complaints from consumers and small businesses that have not been resolved directly with the financial firm.
- Work with customers to gather information and understand the core issues.
- Determine key issues, investigate further where necessary, and produce clear written communications in plain English.
- Apply a sound understanding of financial planning along with the AFCA complaint resolution criteria, including relevant legal principles, industry codes, best practices, and previous AFCA decisions, to resolve financial complaints fairly and efficiently.
- This role requires full commitment for the duration of the project, please do not apply if you are unable to see the project through to completion.
- Financial Planning experience
- Dispute resolution experience is desirable.
- Ability to thrive in a fast-paced, high-volume work environment.
- Demonstrated knowledge or experience in financial planning
- Demonstrated experience in the financial services industry, preferably investments or in legal services
- Ability to investigate and identify gaps in information to seek appropriate information needed to form a view
- Strong verbal and written communication skills to break down complex information
- Excellent organisational skills that enable you to work across multiple activities ensuring matters are progressing
- Resilience and empathy to have difficult conversations
- BOSS Best Places to Work 2024 –credited for its culture, engagement and flexible working arrangements.
- Most Inclusive Workplace 2024 – Australian HR Institute (AHRI) Awards.
- Employer of Choice Public Sector and NFP – Australian HR Awards 2023
- Silver AWEI Accreditation 2025 – Recognised for LGBTQ+ workplace inclusion.
- Accredited Family Friendly Workplace – Supporting work-life balance and inclusivity.
- Hybrid working – Flexible arrangements with state-of-the-art offices designed for collaboration and wellbeing.
- Inclusive leave options – Flexible public holidays, 20 weeks paid parental leave, gender affirmation leave, women’s health leave, and paid time off over Christmas.
- Financial benefits – Not-for-profit salary packaging to boost take-home pay.
- Locations – A team of over 1,200 dedicated professionals based in modern Melbourne and Sydney CBD offices.