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

NSW based Adviser (Sydney office)
Comprehensive Financial Advice

Mature Financial Planning business

Energetic, innovative, rapid 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