Join our Financial Planning team and help make a real difference in the lives of our clients.
Edwards Marshall Financial Solutions (EMFS) is a well-established financial planning business in the Adelaide CBD. Since 2001, we have been helping individuals, families and business owners achieve greater financial security through personalised financial advice.
We hold our own Australian Financial Services Licence and provide a broad range of advice services, including wealth creation, retirement planning, superannuation and personal insurance solutions.
As we continue to grow, we are seeking a motivated and detail-oriented Life Insurance Administrator / Paraplanner to join our collaborative and client-focused team.
About the Role
Working closely with our Advisers and Insurance Specialists, you will play an important role in supporting the delivery of high-quality personal insurance advice and exceptional client service.
This role offers a mix of administration, client service and technical support responsibilities, making it ideal for someone with experience in life insurance administration who is looking to further develop their paraplanning skills.
Key responsibilities include
- Supporting advisers through the preparation and implementation of insurance advice strategies.
- Preparing documentation and assisting with the development of Records of Advice and Statements of Advice.
- Collating client information and conducting research to support insurance recommendations and reviews.
- Managing insurance applications from submission through to completion.
- Coordinating underwriting requirements and liaising with clients, insurers and medical providers.
- Assisting with insurance claims management and tracking claims progress.
- Preparing annual insurance review documentation and client meeting materials.
- Maintaining accurate client records and workflows within Xplan.
- Monitoring outstanding tasks and ensuring service standards and turnaround times are met.
- Supporting compliance processes and maintaining quality client files.
- Providing a skilled and responsive experience for clients, advisers and external stakeholders.
About You To be successful in this role, you will bring:
- Experience in life insurance administration, client services, paraplanning or financial planning support.
- Knowledge of personal insurance products, including Life, TPD, Trauma and Income Protection insurance.
- Strong organisational skills and exceptional attention to detail.
- Excellent written and verbal communication skills.
- The ability to manage multiple priorities and meet deadlines.
- A proactive and solutions-focused approach.
- Strong Microsoft Office skills and experience using Xplan (preferred).
- A commitment to delivering outstanding client service.
- The ability to work effectively both independently and as part of a team.
The following would be highly regarded:
- Previous paraplanning experience.
- RG146 qualifications or progress towards a relevant financial planning qualification.
- Experience within a financial planning, insurance or professional services environment.
Why Join EMFS?
At EMFS, our people are at the heart of what we do. We pride ourselves on creating a supportive, collaborative and professional environment where our team members can grow and develop their careers.
We offer
- A welcoming and inclusive team culture.
- Opportunities for ongoing learning and professional development.
- Exposure to experienced financial advisers and insurance specialists.
- Modern systems and processes.
- Flexible work options.
- The opportunity to make a meaningful impact on clients and their financial wellbeing.
Apply Now
If you are looking for an opportunity to build your career in financial planning and insurance within a respected and growing business, we'd love to hear from you.
Please submit your resume and a brief cover letter outlining your experience and interest in the role.
All applications will be treated in the strictest confidence.