Findex is seeking an Adviser Assistant to support Financial Advisers with risk and insurance advice for clients. The role allows hybrid working and a Flexi Friday every second week, with opportunities to grow within a collaborative team.
You will assist with strategic risk advice, use IRESS and XPlan for analysis, and conduct pre-assessments with insurers to determine optimal outcomes. Strong MS Office skills and knowledge of XPlan are essential.
Risk Advisory Assistant — Hybrid (Flexible Friday) in Brisbane employer: Traction
Findex is an exceptional employer that champions a supportive and collaborative work culture, allowing you to thrive in a fully remote environment. With a strong focus on employee development and growth opportunities, you'll be empowered to lead a high-performing virtual team while enjoying the flexibility of working from anywhere in Australia. Join us to make a meaningful impact in the accounting field, where your contributions are valued and recognised.
