Financial Services Professional

2 days ago

Sydney, New South Wales, Australia beBeeInsurance Full time $80,000 - $120,000
Insurance Paraplanner Role

This experienced role will suit a skilled professional seeking to apply their skills in a successful advice firm with national offices.

  • National Adviser (Sydney office)
  • Insurance only Advice
  • Mature Financial Planning business

A dynamic, innovative and fast paced business with a market leading management team.

A fantastic opportunity has arisen to be part of a well established and expanding Insurance and Financial Advice business.

You will join a team of highly skilled Advisers and Client Service specialists servicing large and loyal client groups.

The Position

This role is responsible for supporting a Life insurance adviser who is based in NSW (and others from time to time) in the business of advising, selling and servicing clients in respect of their life insurance policies.

Key Responsibilities:

  • New Business Support:
    • Paraplanning/research support
    • Obtaining quotations from insurers
    • Assistance with Statement Of Advice document preparation
    • Following up outstanding medical requirements from customers or medical practitioners who are applying for insurance
    • Assisting in completion of applications where required and scanning
  • Personal Assistant Support including setting up meetings and filing emails
  • Liaising with insurers
  • Supporting other staff in the national business
  • Ongoing Customer Service:
    • Following up on premium dishonours or outstanding rollovers
    • Annual renewals and reviews
    • Management of e-mails and telephone queries
    • Assisting with changes to existing policies
    • Other tasks as requested on a need basis
    • Assisting with claims and other day to day administration

Benefits:

The opportunity to learn and work with highly experienced specialist Insurance Advisers and apply your professional capabilities in a highly focused advice firm with strong existing client relationships.

Post induction and training you will have the opportunity to work from home full time.

Showcase your passion for Financial Advice in a business with a sole focus on providing outstanding advice and educational services.

Benefit from a high level of interaction with a team of highly skilled advice professionals to develop and enhance your advice career.

The Ideal Candidate:

  • 2-3 years or more experience in a Paraplanning or Administration role in the financial advice sector
  • Experience with Xplan preferred
  • SOA / ROA preparation experience
  • Experience in delivering high quality client service
  • Excellent written and verbal communication skills
  • Strong skills in Microsoft Teams, Word, Excel, and Outlook
  • A 'can do' attitude with the ability to learn fast, take ownership and work both independently and as part of a team
  • Well organised with excellent attention to detail
  • The ability to manage multiple tasks and deliver to deadlines
  • An adaptable and flexible nature
  • Strong problem-solving ability

Contact us for a full position brief.

  • Financial Advisory Administration

    2 weeks ago

    Sydney, New South Wales, Australia Bfg Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park.We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time.This is an...

  • Financial Advisory Administration

    2 weeks ago

    Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Financial Advisory Administration

    2 weeks ago

    Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Financial Adviser

    1 week ago

    Sydney, New South Wales, Australia First Financial Full time $90,000 - $120,000 per year

    About the roleWe are seeking an experienced Financial Adviser to provide outstanding service and high quality, tailored advice in partnership with accountants and other professionals. This role is to support our continued growth, with an emphasis on strengthening client relationships and supporting great client outcomes. You will be part of a professional,...

  • Financial Planner

    6 days ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial planning Client Service Manager

    1 week ago

    Sydney, New South Wales, Australia Delta Financial Grouo Full time $90,000 - $120,000 per year

    3 years minimum experience working for Financial Advisers - those without this experience need not apply Client Service Manager – Boutique Financial Planning Firm Sydney CBD + Hybrid Flexibility | Full-time Perks & Benefits That Set Us ApartCareer progression towards General Manager and Associate Adviser1-1 Career Mentoring from our CEO, GM & CSMModern...

  • Financial Services Professional

    7 days ago

    Sydney, New South Wales, Australia beBeeInvestmentBanking Full time $80,000 - $150,000

    Financial Services ProfessionalThe Financial Services Professional plays a crucial role in assisting clients with their financial needs and providing strategic advisory services for mergers, acquisitions, and other complex transactions.Key Responsibilities:Assist in executing business activities related to financial servicesContribute to building the...

  • Financial Assistance Representative

    5 days ago

    Sydney, New South Wales, Australia Volkswagen Financial Services Australia Full time

    Posted: 23/05/2025- Closing Date: 22/06/2025- Job Type: Permanent- Location: 24 Muir Road Chullora 2190- Job Category: PermanentVolkswagen Financial Services Australia is a leading provider of competitive finance and insurance products to over 1200 retailers across Australia representing automotive brands within the Volkswagen Group including: Audi, ŠKODA,...

  • Financial Services Professional

    6 days ago

    Sydney, New South Wales, Australia beBeeExpert Full time $80,000 - $120,000

    Job Title: Financial Services Expert">About the Role:">We are seeking a skilled and motivated professional to join our team as a Financial Services Expert. In this role, you will be responsible for providing expert advice and support to clients in the financial services sector.">Key Responsibilities:">• Conduct market research and analysis to identify...

  • Financial Services Professional

    1 week ago

    Sydney, New South Wales, Australia beBeeAccounting Full time $55,000 - $85,000

    Job DescriptionWe are seeking a highly motivated Financial Services Professional to join our team.About the RoleThis is an exciting opportunity for individuals who wish to pursue a career in accounting and taxation. As a Financial Services Professional, you will be responsible for providing exceptional financial services to our clients.Key...