Associate Advisor - Risk Insurance

We have an exciting opportunity to join Gallagher as an Associate Advisor where you will work closely with our Financial Planning Risk Insurance team to support clients and develop long lasting relationships. This is a great opportunity for an experienced Paraplanner or Client Services Officer with a keen interest in Risk Insurance to join a highly regarded industry leader with a clear focus on career development and mentoring.

About Us:

Gallagher is the leading Corporate Benefits & HR consultancy in Australia. We are part of a larger international team, with international offices delivering client-service and risk management capabilities in more than 150 countries around the world. Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.

About the Role:

This opportunity represents an exciting opening within our Personal Advice Risk Insurance team. As an Associate Advisor you will work collaboratively to provide a high level of service to our clients through the delivery of Risk Insurance solutions. These solutions successfully strike a balance between people and financial outcomes. You will be fundamental in providing an ongoing service to a portfolio of clients, and assisting our Advisers with the implementation of new business.

Responsibilities include but are not limited to:

• Managing the advice process beginning to end and will be working closely with the Adviser, Paraplanners and the rest of our support team 
• Risk Researcher experience (or similar) required 
• Attending and assisting Adviser in client meetings including preparing all file notes where required 
• Attending new business meetings and assisting with the preparation of strategy and advice submission to Paraplanner 
• Assisting in the onboarding of new clients 
• Assisting in the preparation of strategies and research 
• Liaising with paraplanning to ensure our advice process is efficient and compliant 
• Reviewing Statements of Advice and Records of Advice 
• Reviewing paperwork and approving implementation tasks 
• Communicating with clients to ensure they're getting a world-class client experience 

Experience and Skills:

• A minimum of 2 years’ experience in paraplanning, client services or an Associate Advisor role within a financial planning practice
• Completion or close to completion of an Advanced Diploma of Financial Services (Financial Planning) or a Bachelor degree meeting all relevant FASEA requirements
• Knowledge of Xplan is desirable
• Proficient in Microsoft Suite & Adobe Pro
• Proactive & solution driven
• Professional communication & confidence to meet with clients in person. 
• Attention to detail & ability manage multiple priorities 
• Excellent written and verbal communication 

Why work with Gallagher?

Gallagher is a global leader in Insurance broking, risk management and consulting, with over 46,000 employees worldwide. We have a global reach with a local presence and pride ourselves on being a socially responsible and an ethical organisation expressed through our Shared Values, The Gallagher Way. We are proud to have been awarded, for the 13th consecutive year, the 2023 World’s Most Ethical Companies by Ethisphere Institute (2023).

We pride ourselves on offering excellent benefits to not only our clients, but our own team members. Some of the benefits available include:

• Competitive remuneration and career growth opportunities
• A bright & modern office centrally located in Brisbane CBD offering a collaborative work environment.
• Flexible hybrid working
• Employee Assistance Program to support our teams mental wellbeing
• Discounts to over 350 major retailers through our Gallagher Rewards scheme
• We offer paid Community Service & Volunteer Days. 
• Salary Sacrificing options including the ability to purchase additional annual leave
• A family friendly workplace - we offer up to 16 weeks paid parental leave & we pay superannuation for the initial 12 months of parental leave.

We support diversity and inclusion in all our workplaces. Applications are encouraged from Aboriginal and Torres Strait Islander people, people with a multicultural background, or members of the LGBTIQ community. As proud sponsors of the Special Olympics International, we welcome applications from people who live with disability.

How to Apply

If this sounds like the opportunity for you, please apply via SEEK using the links below. 

To learn more about working with Gallagher please visit www.ajg.com/au/about-us/careers/

We acknowledge the Traditional Owners of the land on which we work and recognise their continued custodianship and connection to the land, waters and community. We pay our respects to them and their Elders past and present as our knowledge holders.