The Business & Team

This dynamic, fast-paced and growing business unit, located in North Sydney sits within a larger global consulting business that delivers employee benefits, corporate super and workplace culture to large and small organisations. As part of a broader business, you will have access to a breadth of resources, capabilities and opportunities.

The team offer financial advice to individuals and business owners. They are true professionals in their space with a complete and total focus on their clients. They work in partnership with all clients and create the best solutions across the areas of wealth creation and wealth protection. This role will be focused on Insurance working closely with the Personal Risk Advisers.

The Role

Due to continued organic growth, an opportunity now exists to assist two of the key advisers in a client services capacity. Key to this role is someone’s desire to work for a long time with a loyal group of clients. The position will suit someone who wants to grow and develop over time but equally will suit those who want to progress their career within a large, global consulting firm.

The opening is, most importantly a client interacting position both in person and over the phone/email and you will be the first port of call for insurance clients. You will support the advisers in all aspects of the advice process including maintenance of Xplan and providing the implementation support. Support and training will be provided.

• Client Service
• Work with insurers and with medical providers
• Manage closely, the underwriting process
• Oversee the end-to-end claims process
• Compliance checks and database management

Why you should apply

• Unique and exciting role – client service within a financial planning or insurance context idea but not essential
• Significant options for a wide variety of career progression opportunities
• Highly experienced and specialist advisers
• Flexible Working arrangements available
• You have excellent communication skills and want to work with a dedicated and down to earth team
• You love working with, talking to and building relationships with clients