Risk Management Professional

4 days ago

Melbourne, Victoria, Australia beBeeFinancial Full time $75,000 - $105,000
Job Overview

This role serves as a key point of contact for Specialist Risk Advisers. The Associate focuses on providing client support, building and maintaining positive relationships, and delivering high-quality administrative assistance and compliance advice.

The Associate helps create tailored insurance solutions, ensuring a seamless client experience and contributing to the overall success of the team.

This unique career opportunity enables individuals to excel as Financial Advisers or Risk Advisors.

Key Responsibilities
  • Proactively communicate with clients and determine how best to meet their needs
  • Assist Advisers/Partners in providing strategic financial planning and risk insurance advice including estate planning, superannuation and risk insurance
  • Prepare pre-appointment work and participate in client meetings with Advisers/Partners
  • Ensure advice documents are compliant, in line with industry legislation, regulation, and policies
  • Coordinate production of Advice documentation and support to prepare Statements of Advice
Career Development

You will be mentored and supported by experienced Advisers and Partners and provided with development programs, further education, and exciting career progression opportunities.

A Typical Week

Under the mentorship of Senior Advisors, this role is designed to set an Associate on a pathway to becoming accomplished Adviser or Specialist Advisor. You will be the point of contact for many client queries and will be given the opportunity to take on more independence and autonomy with your own client base as you develop and grow in the role.

Qualifications and Skills
  • FASEA approved degree
  • Diploma or Advanced Diploma of Financial Planning qualified or equivalent
  • Proven experience in a similar role in Financial Planning & Risk Insurance (Business Risk Insurance advantageous)
  • Strong attention to detail and ability to prioritise workload
  • Ability to work and thrive in a team environment
Why This Role?

This integrated financial services business offers a range of wealth management, investment, lending, insurance and accounting services to help individuals and businesses manage and grow their wealth and protect their assets.

EEO and Recruitment Note

Findex is an equal opportunity employer committed to creating an inclusive environment for all employees and encourages applications from candidates with a variety of strengths, backgrounds and experiences.

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