What you'll do

• Meet with clients and respond to queries to understand and support their insurance needs
• Deliver tailored, strategic insurance advice aligned to each client’s personal and financial goals
• Coordinate the end-to-end implementation process in partnership with our skilled paraplanning and administration teams
• Proactively review and update insurance strategies to ensure ongoing suitability
• Review and contribute to advice documents prepared by paraplanners and administrative team members
• Maintain strong relationships with clients, internal teams, and external providers
• Follow structured workflows and keep accurate client records
• Identify cross-referral opportunities within the client base
• Take part in training and development to strengthen technical and client service skills

What you'll bring

• Have a current Authorised Representative Status
• Tertiary qualification in Commerce, Finance or a related field
• Diploma of Financial Services (Financial Planning) and RG146 compliance
• Meet FASEA, TASA and other relevant legislative requirements
• Strong relationship-building skills and ability to engage a broad range of stakeholders
• Pragmatic thinker with a genuine focus on creating smart client solutions