About the job
This job is about being a dedicated Adviser Assistant who supports Financial Advisers with risk and insurance advice for clients. The opportunity to work in a flexible environment, combined with a collaborative team culture, makes this a unique chance to contribute to clients' financial security. Team members enjoy a variety of tasks and a supportive atmosphere that encourages professional growth.
You'll be responsible for
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Supporting Financial Advisers
Assisting with strategic risk advice for clients, ensuring their needs are met.📊
Preparing insurance needs analysis
Using IRESS and XPlan to conduct research and prepare comparisons for insurance options.🔍
Conducting pre-assessments with insurers
Engaging with insurers to determine the best outcomes for clients.Key criteria
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Experience in risk market
Proven experience in the Australian risk market is essential.View
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Advanced XPlan knowledge
Advanced knowledge of XPlan for insurance analysis and quotes.View
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Intermediate MS Office skills
Intermediate to advanced skills in MS Office applications required.View
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