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Adviser Assistant (Risk)

JuniorMid levelFull-timeHybridBrisbane QLD, AustraliaPosted 2 months agoVerified 11 hours ago
Pending fitX of Y criteria met

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

🤝

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

📊

Experience in risk market

Proven experience in the Australian risk market is essential.

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💻

Advanced XPlan knowledge

Advanced knowledge of XPlan for insurance analysis and quotes.

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📑

Intermediate MS Office skills

Intermediate to advanced skills in MS Office applications required.

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View more

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5 criteria for this job
Experience in risk market
Proven experience in the Australian risk market is essential.

View

Advanced XPlan knowledge
Advanced knowledge of XPlan for insurance analysis and quotes.

View

Intermediate MS Office skills
Intermediate to advanced skills in MS Office applications required.

View

Strong communication skills
Demonstrated written and verbal communication skills are crucial.

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Attention to detail
Proven attention to detail for compliance and accuracy in tasks.

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