Paraplanning Advisor: Transform Client Advice

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

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.