Sessional Ombudsman, Investment & Advice

About the role

AFCA, a not-for-profit financial ombudsman, is seeking an experienced Sessional Ombudsman to join its Investment and Advice (I&A) decision-making team. The team resolves complex complaints and works with regulatory, industry and consumer stakeholders. Engagements are flexible and per-engagement, from one day a week for several months to a few days per month or longer term, and can be done remotely.

This is a Board-appointed, fixed-term position for three years, suited to a senior, legally qualified professional with deep I&A sector experience who wants to apply their judgement while pursuing other interests.

Required profile

• Legal qualifications with senior executive experience
• Knowledge of at least one of: financial planning, stockbroking, managed funds, cryptocurrency or derivatives (multiple areas highly desirable)
• Experience in tribunals, EDR schemes, regulatory agencies, related business entities or private practice

Required skills

• Strong analytical skills to manage complex issues and a busy caseload
• High-level written and verbal communication, able to explain complex concepts simply
• Ability to explain decisions verbally to firms and complainants
• Coaching and mentoring ability
• Resilience under public scrutiny and strong relationship-building skills

What we offer

• Flexible hybrid working with modern offices
• Awards for inclusive, family-friendly and flexible workplaces