Are you an experienced Financial Planning Client Services professional with a strong background in Risk Insurance looking to join a growing business where you can build a genuine long-term career? We are partnering with a well-established
integrated accounting and financial planning business
an experienced professional to join its Risk Insurance team: With a large team the business has built an excellent reputation for growth, client service and developing its people internally. This is an opportunity to join an established team where you can take ownership of your work and continue progressing professionally. The Opportunity
Working closely with experienced Advisers, you will play a key role in managing the client service and administration process across
personal insurance and risk advice . Depending on your level of experience, responsibilities will include: Managing the end-to-end administration and implementation of Risk Insurance advice
Preparing and processing new business, renewals and policy alterations
Managing insurance applications from submission through to completion
Liaising with clients, Advisers, insurers, underwriters and other stakeholders
Following up outstanding medical, underwriting and application requirements
Managing client queries and providing a high level of ongoing service
Preparing documentation and supporting Advisers throughout the advice process
Maintaining accurate client records, workflows and compliance documentation
Proactively managing deadlines and ensuring cases progress efficiently
Building strong, long-term relationships with clients and key stakeholders
About You
We are looking for candidates who have built their experience specifically within
Australian Financial Planning / Risk Insurance . You will ideally bring: 5+ years' experience
for the CSM opportunity,
Strong experience supporting
personal Risk Insurance advice
Knowledge across Life, TPD, Trauma and Income Protection insurance
Experience managing insurance applications and underwriting requirements
Strong client relationship and communication skills
Confidence liaising directly with insurers, underwriters and Advisers
Excellent organisation and attention to detail
The ability to manage multiple applications and priorities simultaneously
A proactive, professional and team-focused approach
Why Join?
This is an excellent opportunity to join a business that offers the stability of an established firm while maintaining a
young, social and collaborative culture . You can expect: A growing business with a strong track record of
internal career development
Exposure to an integrated
financial planning and accounting environment
A dedicated prospect to build your career within
Risk Insurance
A supportive and experienced team
Monthly team activities, lunches and regular social events
A predominantly office-based environment that encourages collaboration
Long-term career opportunities as the business continues to grow