Total 42 Manager financial planner job vacancies in sydney

As part of the Line 2 Risk Office, you will work in a diverse and varied capacity to continue to uplift risk management capabilities at TAL.

This role is responsible for the oversight of TAL’s financial risks including the management of the Risk Appetite Statement, ICAAP Summary Statement, Recovery Plan and other risk policies and frameworks. You will work closely with business and actuarial teams to
provide advice and oversight to strengthen financial and insurance risk governance and play a key role in overseeing product sustainability for TAL’s existing and new businesses.

• Provide risk and compliance advice, insights and challenge to support the embedment of the Risk Management Framework with a focus on financial risks.
• Lead the design, implementation and maintenance of the Risk Appetite Statement and the Recovery Plan.
• Partner with the Capital team to enhance and challenge the Internal Capital Adequacy Assessment Process (ICAAP) framework.
• Provide insights and coordinate the development of stress scenarios.
• Establish strong relationships with business stakeholders to embed and increase awareness of the Risk Management Framework.
• Provide risk advice on projects relating to the financial risk portfolio.
• Conduct reviews on emerging risks and other focus areas.
• Present the outcomes of reviews to senior management and at Board or committee meetings.
• Provide guidance and support to direct report and other members of the broader Risk Office.

What’s in it for you

• An opportunity to make a difference at an early stage, high growth business with the backing of a successful, international market leader. 
• A supportive environment with access to experienced professionals in Australia and the wider international business. 
• Competitive remuneration with the opportunity to grow with the business. 
• Great leave policies to help support work life balance. 

Duties and responsibilities

• Manage the end-to-end recruitment process for a broad range of roles, including volume recruitment of sales agents, customer service and retention agents. 
• Effective collaboration and relationship management with hiring managers and other key stakeholders. 
• Develop and maintain reporting dashboards to track recruitment metrics and performance, and provide relevant insights. 
• Lead process improvement activities to enhance recruitment efficiency and effectiveness.
• Actively contribute to enhancing the Neilson Financial Services brand in the recruitment market. 
• Collaborate with various teams to understand hiring needs, develop effective recruitment strategies, and execute efficiently.
• Work independently to deliver multiple high-volume recruitment projects. 
• Assist in collecting documents from new hires, managing background check documentation, and communicating with candidates. 
• Stay updated with industry trends and best practices in talent acquisition. 
• Provide support for various HR initiatives and projects as needed. 

We are seeking a capable and enthusiastic Financial Risk Manager to join our team in Australia. The Financial Risk Manager will report directly to the country CRO, providing support and second line risk management advice and oversight of the risk identification, assessment and mitigation effort to safeguard the stability and integrity of the organisation’s operation in the AU/NZ region.

Please note that this is a 12 month fixed term contract role based in Sydney.

Your Mission

• Be a critical partner to the AU/NZ CRO in supporting the delivery of the  AU/NZ risk management strategy.

• Conduct regular financial risk assessments and stress tests to identify and evaluate risks specific to the AU/NZ region.

• Work closely with product teams to value add on risk insights into product changes, new products and market launch, open issues and horizon risks relevant to the region.

• Monitor and analyse regional market trends, product risks, incidents, regulatory developments, and emerging risk factors to assess their impact on the organisation's risk profile and recommend appropriate risk mitigation strategies.

• Oversee the implementation of risk management tools and systems in the AU/NZ region, leveraging technology and data analytics to enhance risk monitoring, reporting, and decision-making processes.

• Work collaboratively with business units and functions to design and implement effective financial risk mitigation strategies, controls and action plans. Monitor the effectiveness of controls and recommend enhancements as necessary.

• Monitor the delivery of remediation actions and risk management projects including working collaboratively with business units and functions, and external consultants. 

• Provide timely and accurate financial risk reports and updates to senior management and the board of directors, highlighting key risk exposures, trends, and emerging risks in the AU/NZ region.

• Prepare ICAAP report  for Wise Australia, and oversee the development and implementation, including annual review, of the local Liquidity Management Policy, Business Plan, and Exit Plan.

The Customer Care and Retention Manager is a key leadership position within Neilson, responsible for managing Customer Service, Claims and Customer Retention activities, delivering an exceptional experience for customers across all touchpoints, following the sale of a life insurance policy. 

This position plays a critical role in maintaining customer satisfaction, resolving escalated issues, and optimizing the efficiency and effectiveness of Customer Care and Retention Operations.

Working closely with the Customer Transformation Lead and Group Head of Retention, the Customer Care and Retention Manager will take a hands-on approach to implementing and evolving existing Customer Care processes, driving an ethos of continuous improvement and delivering excellent outcomes for customers. 

Duties & Responsibility
As the Customer Care and Retention Manager, your primary responsibilities will include:

• Orchestrating optimal customer service performance by fostering a customer-focused, high-energy atmosphere within the team.
• Conducting impactful one-on-one sessions with Customer Care and Retention Agents, offering personalised coaching and development plans to enhance their performance.
• Leading, mentoring, and managing direct reports within the Customer Care function; initially Agents and as the team grows, the role will have Team Managers as direct reports.
• Setting clear performance expectations and goals for Team Managers/Agents, monitoring their progress, and providing regular feedback and coaching.
• Inspiring and engaging the team through effective team meetings, buzz sessions, and incentives to consistently achieve outstanding results.
• Managing the completion and timely updating of weekly and monthly trackers, dashboards, and performance reports, taking full accountability for team results.
• Monitoring and reviewing key service metrics and performance indicators to effectively manage the quality of service.
• Generating regular performance reports, analyzing data to identify trends, areas for improvement, and opportunities to enhance efficiency.
• Overseeing claims handling to ensure that claims are dealt with empathetically, administered accurately, handled efficiently, and documented appropriately.
• Handling customer complaints or complex issues, in accordance with Neilson’s complaints handling procedures, ensuring prompt resolutions.
• Collaborating with sales and marketing teams to gather customer feedback, identify areas of improvement, and implement strategies to enhance customer satisfaction and retention.
• Supporting the maintenance of Customer Service, Claims, and Retention procedure manuals.
• Upholding a positive, supportive, and engaging leadership style when communicating changes, updates, or launching new initiatives.
• Making a substantial contribution to the team's success and the company's overall objectives.
• Embodying the core values of the company: Customer Focused, Results Driven, and Team Spirited.