Adviser Assistant, Risk

Findex

Adviser Assistant supporting Financial Advisers with risk and insurance advice for clients. Role allows hybrid working and is open to candidates anywhere in Australia.

Posted 7/27/2026full-timeBrisbane • 🇦🇺 AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced knowledge of risk insurance and financial planning processes, utilizing tools like XPlan and IRESS to provide strategic risk advice. Maintains compliance with industry guidelines while effectively communicating and collaborating with financial advisers to achieve optimal client outcomes.

Highest-signal resume keywords

Advanced Knowledge Of XPlanRisk Insurance ExpertiseFinancial Planning Process KnowledgeStrong Written And Verbal CommunicationIntermediate To Advanced MS Office Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Risk Insurance AnalysisInsurance Needs AnalysisCost ComparisonPre-AssessmentsRisk Strategy Development

Soft Skills

Attention To DetailCollaborative Team PlayerProactive ApproachResults-Oriented Mindset

Tools & Technologies

IRESSXPlan

Industry Keywords

Australian Risk MarketCompliance RequirementsFindex Insurance GuidelinesInsurance QuotesLegislative Changes

About the role

Key responsibilities & impact

Support our Financial Advisers by assisting with strategic risk advice for their clients
Use IRESS and XPlan to prepare insurance needs analysis, research and comparisons, and both cost comparison and recommended insurance quotes
Conduct health, financial and occupational pre-assessments with insurers to determine the best outcome for clients
Be a key point of contact for Advisers on personal insurance matters and educate Advisers on risk and insurance related matters
Ensure risk strategies adhere to the Findex insurance guidelines and advice process manual, completing risk strategy notes to support advice
Maintain up-to-date technical and product knowledge to stay abreast of legislative changes and industry developments, and to meet compliance requirements

Requirements

What you’ll need

Proven experience in a similar role, with in-depth knowledge of the Australian risk market
Intermediate to advanced MS Office skills (Word, PowerPoint, Excel)
Advanced knowledge of XPlan
Advanced knowledge of the risk insurance and financial planning process
Strong written and verbal communication, with excellent attention to detail
A collaborative team player with a positive, proactive and results-oriented approach
Able to manage a large WIP and competing priorities, maintain confidentiality, and achieve outcomes with minimal supervision

Benefits

Comp & perks

Flexi Friday: every second Friday off for genuine work-life balance
Hybrid working, with the flexibility to be based anywhere in Australia
A collaborative, supportive team environment with genuine variety in your day-to-day work
Clearly defined career progression with strong growth opportunity
Competitive salary and a range of corporate benefits
Study and development support to help you grow in your role