Advice Associate

Job Title: Advice Associate
Contract Type: Permanent Recruitment
Location: Newcastle
Reference: 833088
Contact Name: Wendy Donovan
Contact Email:
Job Published: January 25, 2024 13:45

Job Description

  • Develop your career in a new direction in a stable growing niche

  • Grow your knowledge and experience, whilst further qualifications

  • Enjoy an RDO, income protection, supportive team and learning culture  

Looking to transition your career in a new direction? Seize the chance to learn from industry leaders, develop expertise in the booming, much required niche of risk advice and utilise your client engagement skills to become a qualified Adviser. We are open to experience from a variety of backgrounds such as sales, consulting, relationship management, case management or a health environment.

About the company

Our client, Australian Financial Risk Management (AFRM) has been a trailblazer in the Australian Risk Advice Industry for 25 years, boasting over 3,500 satisfied clients with expansion plans in place. Committed to prioritising people over profit, AFRM's success is fuelled by a cohesive team with shared values of Respect, Honesty, Integrity, Fairness, Ethics, and Care.

About the opportunity

We represent our client with a great culture and they are building their team, due to the continued growth in the risk advice industry. There has never been a better time to join and develop your career in a new direction, in a reputable, successful organisation whilst gaining new qualifications.

We are looking for career minded individuals interested in transitioning to the Advice industry. This role is a pathway to becoming a qualified Financial Risk Adviser with full support in learning, mentoring and study assistance. As a pivotal learning and support role you will report directly to the Managing Director, initially learning everything from the ground up in a hybrid role of Adviser support as well as Paraplanning, with a large focus on external communication with clients, referrers and insurers as well as internal staff.

A brief snapshot of the role will involve:

  • Gathering and coordinating client information, including all key documentation such as Statements of Advice

  • Researching client data and formulating draft strategies

  • Preparing and attending client meetings, contributing to strategies and analysis to support the Advisers

  • Maintaining client database and insurance quoting systems

  • Managing claims for clients, liaising with insurers ensuring for best outcomes

  • Taking enquiries from Accountants & Financial Planners

For a detailed position description, download our Success Profile Pack.

About the benefits

This opportunity not only offers a long-term career path with intensive training programs and continued professional development support but greater earning potential in a very short time. AFRM also offers their employees income protection insurance as well as the benefit of a roster day off per month (RDO). This additional day off allows you to strike the perfect work-life balance, attending to personal tasks or indulging in an extended weekend getaway!

About you

Ideally, you will have:

  • Tertiary qualifications in Business, Financial Services, Commerce, Health or other relevant business discipline

  • Client facing skills gained from a variety of experience (sales, consulting, relationship management, case management or health environment).

  • A self-development orientation and passion for learning

  • A willingness to undertake commit to further study including a Graduate Diploma of Financial Planning and completing a professional year, in order to become a qualified Adviser

  • An analytical approach and high attention to detail

  • Experience in working within tight timeframes and meeting deadlines

  • Curiosity and an inquisitive, helpful nature which in underpinned in a deep level of compassion and empathy

  • Strong skills in Microsoft Office Suite

  • Strong written and verbal communication, well-presented

Overall life experience and a willingness and commitment to learn is what is required in ideal candidates.

How to apply

To learn more please contact Wendy Donovan on 02 4927 2015 or Olivia Evans on 4927 2025 for a confidential discussion or contact for more information. Alternatively, click "Apply" to submit your introductory letter and CV.

At peoplefusion we don’t just accept diversity and inclusion —we celebrate it! We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application, please don’t hesitate to contact us.