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 explicit, high-quality advice, supporting research, strategy development, and compliant advice preparation at scale.
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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.