Advice Associate

Zurich Australia; North Sydney; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

5 weeks leave

Hybrid work

Wellbeing payment

WFH setup voucher

Training programs

Global mobility

Volunteer opportunities

Tree planting initiative

Job summary

Zurich Australia is seeking an experienced Advice Associate to join Zurich Assure and work closely with the Paraplanning Manager to turn complex customer needs into clear, high-quality advice. You’ll support research, strategy development and advice preparation while delivering compliant, customer-focused outcomes efficiently and at scale.

This is a values-led role in a globally respected insurer with a strong focus on wellbeing and digital transformation.

Qualifications

• RG146 required; Advanced Diploma in financial services or equivalent.
• 3+ years in financial planning or personal insurance.
• Strong paraplanning or technical advice support experience.
• Clear, concise communication and a customer-first mindset.
• Collaborative and able to work independently; Life insurance knowledge and Xplan experience valued.

Responsibilities

• Explore and model smart advice strategies, products and providers.
• Turn complex needs into clear, compliant recommendations.
• Create accurate, audit-ready Statements of Advice.
• Uncover customer needs to shape tailored strategies.
• Collaborate across teams to deliver seamless advice experiences.
• Harness digital tools, AI and insights to improve advice.

Skills

Communication

Collaboration

Customer focus

Independent work

Education

RG146

Advanced Diploma of Financial Services or equivalent

Tools

Xplan

Job description

A new transformational adventure awaits you… How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a trustworthy organisation that empowers wellbeing and is accelerating digital transformation sound like to you? As one of Forbes 2024 ‘World’s Best Employers’ and Fortune's ‘World's Most Admired Companies’ for 2025, Zurich - a leader in the insurance industry - is on a journey towards a brighter future… A brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet. This exciting adventure will drive positive impact towards our vision to be Australia’s leading digital insurer. So, if you want to be part of a values led global organisation, where real growth and transformation is happening, along with our track record of making a real difference of continuously taking steps toward a sustainable future for our people, customers, communities, and our planet…read on! Let’s create a brighter future together, let’s make a difference It's important to know, what you do matters. At Zurich, we don't just cover, we care. An exciting opportunity awaits to join Zurich Assure as an Advice Associate, working closely with the Paraplanning Manager. You’ll partner closely with advisers to turn complex customer needs into clear, high-quality advice—supporting technical research, strategy development and advice preparation while delivering compliant, customer-focused outcomes efficiently and at scale. This is a fantastic opportunity to make a real impact by connecting customer needs with advice delivery, applying your technical expertise and helping continually improve how great advice is delivered. Your key responsibilities will include:

• Explore and model smart advice strategies, products and providers
• Turn complex needs into clear, compliant recommendations
• Create accurate, audit-ready Statements of Advice
• Uncover customer needs to shape meaningful, tailored strategies
• Collaborate across teams to deliver seamless advice experiences
• Harness digital tools, AI and insights to make advice even better.

Important to your success - Unlock your potential

• RG146, plus an Advanced Diploma of Financial Services or a relevant tertiary qualification
• Ideally 3+ years’ experience in financial planning or personal insurance
• Strong paraplanning or technical advice support experience
• Confident balancing priorities in a fast-paced environment
• A clear, concise and engaging communication style
• A customer-first mindset grounded in integrity and great outcomes
• A collaborative approach, with the confidence to work independently
• Life insurance knowledge and Xplan experience will be highly regarded

Belong. Zurich is here to support you There are so many reasons why Zurich is a great place to be and the right choice for you, but here are just a few.

• 5 weeks leave per year for permanent staff through our Z leave initiative, as well as 15 days personal/carer’s leave (as we empower our people to manage their own wellbeing), plus access to Family Care (parental leave)
• Hybrid working arrangement - office 3 days and WFH 2 days p/w standard for FT employees
• Access programs to stay healthy and feel healthier along with receiving a AUD$500 wellbeing payment per year, plus an AUD$295 new starter e-voucher for your WFH set up (flex work - hybrid working), and other great benefits through our Shine portal
• Grow, and thrive in your career (we support and encourage it) with award winning training programs. As our strength is our people and we value your individuality
• Work with global, diverse, and inclusive teams; Explore your passions, fuel innovation, drive equity, collaborate and make a positive difference beyond your role
• Global mobility opportunities across more than 200 countries worldwide
• Volunteer and work in our state-of-the-art Green Star rated offices (when you are in the office) and dress for your day
• We plant a tree for every new employee
• Not to mention our various employer of choice awards/memberships – WGEA; Family Inclusive workplace; Gold AWEI employer, Pride in diversity… to name a few.

We could go on, but the main point is that Zurich is a great place to be, where you can truly belong, be yourself, have work/life balance, and thrive in a supportive environment. Zurich is an equal opportunity employer. We are committed to ensuring that our recruitment process is fair and accessible for all candidates. If you require any special accommodations to participate in our recruitment process, we encourage you to please let us know at the time of your application.