Adviser Assistant (Risk)
Core
Support Financial Advisers by assisting with strategic risk advice, preparing insurance needs analysis, and conducting pre-assessments for clients.
Role type
Adviser Assistant (Risk)
Builds
Insurance quotes and risk strategy notes for clients
Domain
Financial planning and risk insurance
Deliverable
product features
Required skills
Australian risk market knowledge, XPlan proficiency, MS Office (Word, PowerPoint, Excel), risk insurance and financial planning process knowledge, written and verbal communication
Preferred skills
Ability to manage large workloads and competing priorities, attention to detail, proactive approach
Technologies
IRESS, XPlan
Responsibilities
Prepare insurance needs analysis and research, conduct health/financial/occupational pre-assessments with insurers, educate Advisers on risk matters, ensure adherence to Findex guidelines, maintain technical knowledge of legislative changes
Seniority
Individual Contributor, mid-level support role