Adviser Assistant (Risk)

Do you want a role with genuine variety, close client relationships and the flexibility to work where and how suits you? We'd love to hear from you.

We are looking for a dedicated Adviser Assistant to support our Financial Advisers with risk and insurance advice for their clients. This role is open to candidates anywhere

in Australia, with hybrid working and every second Friday off through our flexi Friday arrangement.

Your role, your contribution

• Support our Financial Advisers by assisting with strategic risk advice for their clients

• Use IRESS and XPlan to prepare insurance needs analysis, research and comparisons, and both cost comparison and recommended insurance quotes

• Conduct health, financial and occupational pre-assessments with insurers to determine the best outcome for clients

• Be a key point of contact for Advisers on personal insurance matters and educate Advisers on risk and insurance related matters

• Ensure risk strategies adhere to the Findex insurance guidelines and advice process manual, completing risk strategy notes to support advice

• Maintain up-to-date technical and product knowledge to stay abreast of legislative changes and industry developments, and to meet compliance requirements

The benefits of joining us

• Flexi Friday: every second Friday off for genuine work-life balance

• Hybrid working, with the flexibility to be based anywhere in Australia

• A collaborative, supportive team environment with genuine variety in your day-to-day work

• Clearly defined career progression with strong growth opportunity

• Competitive salary and a range of corporate benefits

• Study and development support to help you grow in your role

What you bring to the role

• Proven experience in a similar role, with in-depth knowledge of the Australian risk market

• Intermediate to advanced MS Office skills (Word, PowerPoint, Excel)

• Advanced knowledge of XPlan

• Advanced knowledge of the risk insurance and financial planning process

• Strong written and verbal communication, with excellent attention to detail

• A collaborative team player with a positive, proactive and results-oriented approach

• Able to manage a large WIP and competing priorities, maintain confidentiality, and achieve outcomes with minimal supervision

   

If this role sounds like a good fit, click apply. We look forward to hearing from you!

Our impact: why Findex?

At Findex, we help clients manage, grow and protect their financial future with confidence. Since 1987, we've become a leading Australasian provider of integrated accounting, advisory and wealth solutions, delivered through our Wealth Accountant and Family Office models. With 2,500 professionals across 100+ offices, we combine local expertise with global reach and remain committed to supporting clients and communities in creating long-term financial security.

For the community: the Findex Community Fund is dedicated to giving back to the communities we serve. Since 2018, we have donated over $4.3 million to more than 800 charities across Australia and New Zealand. Collectively, our team has dedicated over 9,000 volunteer hours, making a tangible impact in their communities through personal engagement.

For our customers: together, Findex and Crowe champion the success of over 75,000 Australasian businesses, helping them grow with expert advice, fresh thinking and top-tier professional services. Here, you're empowered to work in a way that brings out your best, supporting your growth, your team and the clients who trust us to make a real difference.

For you: at Findex, we focus on developing our people first. With structured training and development opportunities, we help our people grow their careers in a way that sets them up for success. We actively support our people with extra funding for external study relevant to their role.

For diversity and inclusion: Findex is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees, and we encourage applications from candidates with a variety of strengths, backgrounds and experiences.