associate risk advisor in Sydney CBD

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job details

posted
location
sydney cbd, new south wales
specialism
banking & financial services
job type
permanent
reference number
90M0343165_1523586785
contact
jeremy oconnor, randstad
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job description

This well established independent accounting and financial planning firm provides strategic and tailored advice to a very loyal client base. Their CBD based office is made up of very successful Financial Planners and Risk Advisers. This energetic team has the luxury of utilising the company’s existing networks to generate new business while continuing working with current clients.

In this role you will be mentored by and work very closely with the Senior Risk Adviser. You will be responsible for providing accurate and compliant risk insurance advice to existing clients and leads. Your KPIs will be around client retention and satisfaction and compliance. You will also write your own SOAs and ROAs.

This is newly created role that will suit a Senior Client Service Manager or Paraplanner with a strong Insurance focus, looking to become Risk Advisers and the opportunity to work with a top performing business.

You will need to be DFP compliant and ADFP compliant or studying towards. You will have a minimum of 2 years experience working in a Senior Client Service Manager role or Paraplanner role, preferably with strong focus on risk and insurance. You will have a passion for the Life Insurance industry and will have great relationship building skills.

The right person will be rewarded with an attractive remuneration package, great career development opportunities, constant support and mentorship, and the opportunity to work in a hardworking and fun environment, with award winning advisers.

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email Jeremy.oconnor@randstad.com.au



skills

Risk Advice, Financial Planning

qualification

DFP

educational requirements

Associate Degree/Diploma