
Financial Services Expert
1 week ago
We are seeking a professional to join our Financial Lines team.
This role is a hybrid, requiring at least three days a week in the office.
You will provide high-level expertise and manage claims under Directors & Officers (D&O), Professional Indemnity, and other financial lines classes of business to determine coverage.
- Handle specialist financial lines claims with a focus on client advocacy.
- Provide high-quality technical advice and support to clients, from first notification to final settlement.
- Offer technical advice to clients and brokers on policy coverage and interpretation.
- Manage moderate to complex claims in accordance with company processes and Client Service Agreements.
Key requirements:
- 3-5 years of insurance claims experience, preferably in financial lines.
- A Law Degree is essential.
- Excellent oral and written communication skills.
Benefits include:
- Professional development opportunities.
- Interesting work and supportive leaders.
- Vibrant and inclusive culture.
- Range of career opportunities.
-
Associate Financial Advisor
5 days ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
-
Associate Financial Advisor
1 week ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
-
Associate Financial Advisor
1 week ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
-
Financial Adviser
2 weeks ago
Perth, Western Australia MR Wealth Financial Advisers Full time $80,000 - $120,000 per yearPosition Description – Financial AdviserCompany DescriptionMR Wealth specialise in helping clients plan for a secure financial future. With over 10 years of experience, our team excels in financial planning and lending to meet diverse client needs. We work closely with our clients, ensuring services are affordable and tailored to their budget. Our...
-
Elite Financial Services Expert
1 week ago
Perth, Western Australia beBeeFinancial Full timeJob DescriptionWe are seeking a highly skilled and experienced professional to join our team as an Elite Financial Services Expert. In this role, you will be responsible for providing exceptional support to advisers regarding queries surrounding superannuation products.You will be the first point of contact for a large and valued client base, handling all...
-
Financial Expert
7 days ago
Perth, Western Australia beBeeTax Full time $80,000 - $160,000Expert Tax Professional RequiredThis is a full-time, on-site role for a skilled tax professional located in Perth, WA.The successful candidate will provide expert guidance on tax-related matters, ensuring compliance with federal, state, and local tax regulations.Key responsibilities include liaising with external advisors on tax technical matters and...
-
Financial Planning Assistant
2 weeks ago
Perth, Western Australia Insignia Financial Full time1 week ago Be among the first 25 applicantsBe part of a team and culture that values people Excellent opportunity to add value in this influential role Permanent Full Time Opportunity, Location: Perth Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of...
-
Financial Planning Assistant
2 weeks ago
Perth, Western Australia Insignia Financial Full time1 week ago Be among the first 25 applicantsBe part of a team and culture that values people Excellent opportunity to add value in this influential role Permanent Full Time Opportunity, Location: Perth Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of...
-
Financial Expert Advisor
1 week ago
Perth, Western Australia beBeeexpertise Full time $60,000 - $85,000Job OverviewWe are seeking a highly skilled Financial Expert Advisor to join our team. The successful candidate will have a diverse range of skills and attributes to excel in their role.About the RoleThis is an exceptional opportunity for a seasoned professional to leverage their expertise in financial services and drive business growth.Key...
-
Senior Financial Planner
3 weeks ago
Perth, Western Australia Randstad - Banking & Financial Services Full timeExisting book of clientsPurchased BookPure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the companyThis highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach at the...