Associate Risk Adviser

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Progress your career with Australasias leading provider of integrated financial advisory & accounting services.

Summary about this job

Other

Company: Centric Wealth

Location: Brisbane

Work type: Full Time

Salary: n\a

Phone: +61-2-4222-2822

Fax: +61-8-8503-2386

E-mail: n\a

Site:

Detail information about job Associate Risk Adviser. Terms and conditions vacancy

Who we are


Centric Wealth is a leading wealth management firm, providing our clients with personalised
advice and solutions for their complete financial well-being. We believe that clients invest in our
advice for a financial return, emotional benefits and as a way to ensure that their best laid plans
are not derailed.
We put our clients at the heart of everything we do. We are able to do this because Centric
Wealth is not owned by a large financial institution. We are not owned by a financial institution,
bank, or insurer, so we work with you to help you find the best solutions for your lifestyle and
personal circumstances. This gives our clients the confidence that comes from advice that is
both expert and holistic.


Service offerings


Centric Wealth’s areas of expertise include financial planning, investments, risk insurance,
corporate benefit services, lending services, general insurance and family office services.

The Role

Our Associate Risk Specialist will represent the Centric Wealth brand and will be advice qualified (RG 146) with an understanding of Life Risk. Some knowledge of more complex strategies such as Business Succession planning and Group Life experience will also be highly regarded.

The successful candidate will possess a strong work ethic and be able to produce results working in a structured, team environment supporting the Princiapl Risk Specialist. Possessing the ability to match strategies and products with the clients’ needs will be a strong advantage with a good attention to detail.

Reporting to the Principal Risk Adviser, this role will work in a team atmosphere with other Findex staff in order to achieve the clients’ objectives using the Findex process. 

Responsibilities will include:

Client Services

  • Building and maintaining an enduring relationship with clients.
  • Providing administration & technical support to the Principal Risk Adviser 
  • Providing timely, appropriate advice recommendations & research in the key areas of Life Risk Strategies.
  • Approach client matters with versatility and understanding.
  • Adhere to the Findex process including the use of all adviser tools

Business Meetings

  • Attend the weekly Adviser Meeting and report on tasks, KPI's, budgets and any relevant client matters.
  • Reporting and Knowledge Management
  • Report to the Head of Risk and Adviser Services Coordinator as required.
  • Work closely with the Administration Coordinator and any Adviser Support People and to ensure the needs of the client and organisation are always met.
  • Use the dedicated tasking and client management system to record all client information and track workflow.

Qualifications & Experience

  • Diploma of Financial Services 
  • Tertiary qualification
  • RG146 compliant
  • Demonstrated background in adhering to established processes and procedures
  • Demonstrated experience in a similar role with strong focus on insurance

Skills

  • Excellent communication skills with all levels within an organisation
  • Proven ability to be flexible and adaptable
  • Respond honestly and consistently to staff, colleagues and situations 
  • Ability to display original thinking and creativity
  • Ability to meet challenges with resourcefulness
  • Share knowledge and information.

Centric Wealth, part of Findex, provides a professional and friendly working environment, with great culture, benefits and ongoing career development opportunities. This opportunity will motivate you to learn, grow, develop and broaden your knowledge of the industry throughout your career and pave the pathway to becoming a successful Risk Advisor.

Next Steps:

If you are interested in joining our fast growing company and your skills meet the above criteria please submit your cover letter and resume by clicking 'apply here'

Please note that only successful candidates will be contacted.

 

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