About the Company:

Our client is a large financial advisory and accounting firm that works with high-end specialist clients and provide an end-to-end service. They have great graduate programs and prides themselves on their exceptional service, work life balance and culture. They believe each client is unique and take the time to ensure they understand each of their client needs.

We are looking for an experience insurance/risk adviser assistant. This will be the ideal role for you if you are eager to learn and keen to grow into an Adviser down the line. This role is looking for someone to train.

The Role:

• Implementation of insurance advice documents
• Assist with Risk comparisons and research strategies
• Prepare quotations and provide administrative support to the team
• Maintain client files and update data on XPLAN
• Ensure each client file is compliant and in line with our licensee standards
• Liaise with insurance product providers and manage premium dishonours
• Manage the existing client’s annual review process
• Assist with underwriting and onboarding of new clients

Experience:

• Previous experience working in financial planning or insurance is highly regarded
• Bachelor of Commerce or related degree required
• Open to Graduates eager to learn
• Strong verbal and written communication skills

Please Apply or email [email protected] your resume for a confidential conversation.