Adviser Assistant (Risk)

Do you want a role with genuine variety, close client relationships and the flexibility to work where and how suits you?

We'd love to hear from you.

We are looking for a dedicated Adviser Assistant to support our Financial Advisers with risk and insurance advice for their clients.

This role is open to candidates anywhere

in Australia, with hybrid working and every second Friday off through our flexi Friday arrangement.

Your role, your contribution

• Support our Financial Advisers by assisting with strategic risk advice for their clients
• Use IRESS and XPlan to prepare insurance needs analysis, research and comparisons, and both cost comparison and recommended insurance quotes
• Conduct health, financial and occupational pre-assessments with insurers to determine the best outcome for clients
• Be a key point of contact for Advisers on personal insurance matters and educate Advisers on risk and insurance related matters
• Ensure risk strategies adhere to the Findex insurance guidelines and advice process manual, completing risk strategy notes to support advice
• Maintain up-to-date technical and product knowledge to stay abreast of legislative changes and industry developments, and to meet compliance requirements

The benefits of joining us

• Flexi Friday: every second Friday off for genuine work-life balance
• Hybrid working, with the flexibility to be based anywhere in Australia
• A collaborative, supportive team environment with genuine variety in your day-to-day work
• Clearly defined career progression with strong growth opportunity
• Competitive salary and a range of corporate benefits
• Study and development support to help you grow in your role

What you bring to the role

• Proven experience in a similar role, with in-depth knowledge of the Australian risk market
• Intermediate to advanced MS Office skills (Word, PowerPoint, Excel)
• Advanced knowledge of XPlan
• Advanced knowledge of the risk insurance and financial planning process
• Strong written and verbal communication, with excellent attention to detail
• A collaborative team player with a positive, proactive and results-oriented approach