Financial Planning Assistant

Position Details

Full-time, Australian Time Zone (AEST).

General Description

This role is suited to someone who is very process‑oriented and can complete admin tasks efficiently and repetitively. They enjoy being part of a team and realise the importance of taking action and following through to deliver results which will help our clients move closer to achieving their insurance protection requirements.

The person who fulfills this role will be expected to complete insurance renewal, research, and retention tasks working closely with the Financial Adviser. The role requires becoming an expert at knowing different provider’s policy details and having a detailed understanding of current and legacy insurance contracts. The Insurance Assistant will also assist with admin support in the claims and estate workflows by preparing online forms, documents and sending templated client communications such as emails and SMS to keep these processes and workf...