06 Oct
|
Zurich Financial Services
|
Brisbane
06 Oct
Zurich Financial Services
Brisbane
Zurich is seeking an Advice Associate to join Zurich Assure, working closely with the Paraplanning Manager. You will partner with advisers to translate complex customer needs into transparent, high-quality advice, supporting research, strategy development, and compliant advice preparation at scale.
You will deliver accurate, audit-ready Statements of Advice, uncover customer needs, and collaborate across teams to create tailored strategies. Experience in paraplanning and using XPLAN is highly regarded.
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📌 Advice Associate | Hybrid, 5 Weeks Leave, Global Impact (Brisbane)
🏢 Zurich Financial Services
📍 Brisbane