Advice Associate - Hybrid, Impactful Financial Planning

Zurich Financial Services; North Sydney; Híbrido; AUD 85 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

5 weeks leave per year (Z leave)

Hybrid office 3 days / WFH 2 days

Wellbeing program with AUD$500 payment

New starter e-voucher

Resumo da oferta

Zurich Assure in Australia is seeking an Advice Associate to work with the Paraplanning Manager, turning complex client needs into high-quality, compliant advice with research, strategy development and preparation. You'll collaborate with advisers to deliver efficient, customer-focused outcomes at scale, applying your technical expertise and supporting continuous improvements in how advice is delivered.

Ideal candidates have RG146 and an Advanced Diploma of Financial Services, 3+ years in

Qualificações

• 3+ years' experience in financial planning or personal insurance.
• Strong paraplanning or technical advice support experience.
• Ability to balance priorities in a fast-paced environment.
• Clear, concise and engaging communication style.

Responsabilidades

• Turn complex customer needs into clear, compliant recommendations.
• Create accurate, audit-ready Statements of Advice.
• Collaborate with advisers to turn insights into practical advice.

Conhecimentos

Paraplanning experience

Financial planning experience

XPLAN knowledge

Life insurance knowledge

Formação académica

RG146 & Adv Dip FS

Descrição da oferta de emprego

Zurich Assure in Australia is seeking an Advice Associate to work with the Paraplanning Manager, turning complex client needs into high-quality, compliant advice with research, strategy development and preparation. You'll collaborate with advisers to deliver efficient, customer-focused outcomes at scale, applying your technical expertise and supporting continuous improvements in how advice is delivered.

Ideal candidates have RG146 and an Advanced Diploma of Financial Services, 3+ years in