AddressSearching for an exciting, new challenge? We have an excellent opportunity for an Adviser Assistant to join our leading specialist Risk Insurance team. This is a pivotal position where you will be the key point of contact for our team of Financial Advisers and Specialist Risk Advisers.
You will work with a wide range of clients, educate Advisers on all things risk, provide compliance advice and help provide cover to clients in a variety of situations. You won't have sales targets however you will be a major contributor to the teams overall success!
Please note: We are open any location within Australia
What will your typical week look like?
- Support our team of Financial Advisers to produce risk strategies for their clients
- Undertake a needs analysis, Xplan research, alteration quotes and ensure overall file compliance
- Collaborate and support our team of specialist risk advisers to assist with strategic advice objectives
- Maintain professional relationships with key internal and external stakeholders
About the perks
- A genuine opportunity for long-term career profession
- Continuous learning and development initiatives
- Dynamic, flexible work arrangements allowing you to work from home and the office
Let's talk about you!
- Proven experience in providing risk strategies with knowledge of the Australian risk market
- Adept at managing a large WIP and competing priorities
- Self-driven person who can work autonomously
- A collaborative team player
- Strong commercial acumen and analytical skills
Why Findex? #writeyournextchapter
Findex is an integrated financial services business and offers an extensive range of wealth management, investment, lending, insurance and accounting services to help individuals and businesses manage and grow their wealth and protect their assets.
With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn't limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.
Next Steps?
Apply now - we can't wait to hear from you! Please note, you will be directed to our careers page to apply.
Please note:
Only candidates with valid work rights within Australia/New Zealand in which this position is based will be considered.
This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.
