This role will suit an experienced Adviser Assistant / Paraplanner or administration professional seeking to apply their skilled skills in a successful advice firm with offices nationally.

- NSW based Adviser (Sydney office)
- Comprehensive Financial Advice
- Mature Financial Planning business

Dynamic, innovative, fast paced business with a market leading management team.

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

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

The Position The role is responsible for supporting the CEO / financial adviser of EFS (and others from time to time) in the business of advising and servicing clients in respect of their retirement planning, wealth management and life insurance policies.

The financial planner being supported is based in Sydney.

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 of meetings and filing of 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

📌 Adviser Assistant / Paraplanner | WFH | ckage (Sydney)
🏢 IOV Omnibusverkehr GmbH Ilmenau
📍 Sydney