Advice Associate, Paraplanning — Hybrid + 5 Weeks Leave

FAAA; North Sydney; Hybrid; AUD 90,000 - 115,000; Full time

Benefits offered by this job

5 weeks leave

Hybrid working

Wellbeing payment

New starter e-voucher

Award winning training

Global mobility opportunities

Job summary

Zurich Assure is seeking an Advice Associate to partner with advisers, transforming complex customer needs into high-quality advice. You’ll support research, strategy development and preparation to ensure compliant, customer-focused outcomes at scale.

Join a values-led global organisation focused on wellbeing, digital transformation and sustainable outcomes for people, customers and communities.

Qualifications

• RG146 and Advanced Diploma of Financial Services or equivalent qualification required.
• 3+ years' experience in financial planning or personal insurance preferred.
• Solid paraplanning or technical advice support experience.
• Ability to balance priorities in a fast-paced environment.
• Clear, concise, engaging communication style.
• Customer-first mindset with integrity and outcomes.
• Collaborative and independent working capability.
• Life insurance knowledge and Xplan experience will be highly regarded.

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 delivery.

Skills

Paraplanning experience

Technical advice support

Strong communication

Collaborative approach

Customer-first mindset

Life insurance knowledge

Xplan experience

Education

RG146 + Advanced Diploma of Financial Services

Tools

XPLAN

Job description

Zurich Assure is seeking an Advice Associate to partner with advisers, transforming complex customer needs into high-quality advice. You’ll support research, strategy development and preparation to ensure compliant, customer-focused outcomes at scale.

Join a values-led global organisation focused on wellbeing, digital transformation and sustainable outcomes for people, customers and communities.