Findex is seeking an Adviser Assistant to support Financial Advisers with risk and insurance advice for clients across Australia. The role offers hybrid working and Flexi Friday every second Friday, with the ability to work from anywhere in Australia.
You will prepare insurance needs analyses using IRESS and XPlan, conduct pre-assessments, and stay up-to-date with regulatory changes while helping Advisers deliver compliant, client-focused risk solutions.
Risk Advisory Assistant – Hybrid (Australia) in Melbourne employer: Findex
Findex is an exceptional employer that prioritises the growth and development of its employees, offering structured training and clear pathways to management roles. Located in Geelong, our vibrant work culture fosters collaboration and mentorship, allowing you to build strong client relationships while making a meaningful impact in the community through initiatives like the Findex Community Fund. Join us to be part of a supportive team that values diversity and empowers you to excel in your career.
