Financial Planning Assistant, Risk Specialist
- Recruiter
- Randstad Australia
- Location
- Sydney, New South Wales, Australia
- Salary
- Competitive salary
- Posted
- 16 Oct 2020
- Closes
- 20 Oct 2020
- Ref
- 90M0426636_1600841054
- Job role
- Compliance/risk, Financial planning & analysis
job description About the company
This growing financial planning firm is known for providing outstanding financial advice to a well established and diverse client base. Their South Sydney office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes.
About the role
In this insurance focused role, you will have the opportunity to support the Senior Financial Planner and Risk Specialist. You will be a main point of contact for clients and will provide strong technical expertise and support in personal and business insurance. Your responsibilities will include but won't be limited to ensuring the advice provided is compliant and adequate, developing strategy presentations, managing the workflow between the advisor and the paraplanners, conducting the review and research of insurance products, and providing high quality client service.
Demonstrated skills
Benefits
To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O'Connor and email Jeremy.oconnor@randstad.com.au.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
skills financial planning, insurance, risk, client service, rg146 qualification DFP (RG146) educational requirements Bachelor Degree
This growing financial planning firm is known for providing outstanding financial advice to a well established and diverse client base. Their South Sydney office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes.
About the role
In this insurance focused role, you will have the opportunity to support the Senior Financial Planner and Risk Specialist. You will be a main point of contact for clients and will provide strong technical expertise and support in personal and business insurance. Your responsibilities will include but won't be limited to ensuring the advice provided is compliant and adequate, developing strategy presentations, managing the workflow between the advisor and the paraplanners, conducting the review and research of insurance products, and providing high quality client service.
Demonstrated skills
- Extensive experience working in a support role in Financial Planning and Insurance
- Strong understanding of compliance requirements
- DFP accreditation
- Tertiary degree aligned with FASEA education requirements
- Very strong attention to detail and communication skills
Benefits
- Attractive salary package
- The opportunity to work and be mentored by one of the top Risk Financial Planner in the industry
- Positive work/life balance encouraged with potential flexible working arrangements
- Great career development opportunities with the potential to manage a team in the long term
- Fun social events
To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O'Connor and email Jeremy.oconnor@randstad.com.au.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
skills financial planning, insurance, risk, client service, rg146 qualification DFP (RG146) educational requirements Bachelor Degree
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