Financial Services Team Lead
1 week ago
A brighter future awaits you in the world of insurance, where we strive for sustainability and positive impact. Our values-led organization makes a real difference and leads the way in the industry.
Zurich Assure is our new Australian life insurance advice business, dedicated to helping those in need find the right cover. We combine specialist advisers with digital tools for a quick and simple advice process.
We have an exciting opportunity for a Paraplanning Team Manager to join our team. As a key role, you'll assist advisers in providing quality advice documents for customers. Leading a team of paraplanners, you'll ensure efficient advice processes that articulate personal insurance needs. You'll oversee accurate records, reports, and lead initiatives for exceptional advice solutions.
Key to your success:
- Strong experience in Financial Planning/Personal Insurance
- Advanced Diploma and relevant tertiary qualifications
- Understanding of Quality of Advice Review recommendations and ability to manage changes
- Attention to detail and growth mindset
- Excellent communication and stakeholder management skills
- Compliance and customer outcomes
You will thrive in an environment that supports your growth and wellbeing.
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