Senior Associate, Priority Life
Core
Supporting Risk Advisers in delivering exceptional client outcomes and high-quality insurance advice solutions by managing the end-to-end advice process.
Role type
Senior Associate (Risk Advice/Paraplanning)
Builds
Client insurance policies (Life, TPD, Trauma, Income Protection) and Statements of Advice
Domain
Financial Services / Insurance
Required skills
Risk advice/paraplanning experience, knowledge of personal risk insurance products, proficiency in Xplan, attention to detail, compliance understanding
Preferred skills
Experience with Risk Researcher, Tasks, and SOA Wizard
Responsibilities
Preparing client documentation, insurance research, quotes, applications, and Statements of Advice; Managing underwriting requirements and coordinating medicals; Supporting advisers with ongoing portfolio management; Responding to client enquiries; Maintaining accurate records in Xplan and SharePoint
Seniority
Senior, hands-on IC