Insurance Adviser Support (Paraplanner)
Auckland CBD
Opes Insurance
Insurance (Personal Insurances - Financial Services)
Full time (8.30am - 5pm week days from office)
$70,000 - $75,000 gross per year (experience dependant)
If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity!
About the role:
We're looking for a motivated and detail-oriented individual to join our team as an Insurance Adviser Support (Paraplanner). The ideal candidate will possess strong analytical skills, attention to detail, and a passion for delivering exceptional client service. In this role, you will work closely with our Insurance Advisors to assist in the development of comprehensive insurance solutions for our clients.
- Collaborate with our insurance advisors to gather client information and assess their financial needs and objectives.
- Conduct research and analysis to support the development of financial plans and insurance recommendations.
- Prepare client reports, presentations, and other materials to communicate recommendations effectively.
- Assist in the implementation of insurance solutions, including processing paperwork and coordinating with insurance providers.
- Maintain accurate client records and documentation in compliance with regulatory requirements.
- Stay informed about industry trends, product updates, and regulatory changes affecting financial planning and insurance.
- Porivde any other admin support needed by the Advisors.
What we need from you:
To thrive in this role, you will need to be self-motivated with a robust work ethic. This position is ideal for individuals who are adaptable and thrive in dynamic team environments, boasting exceptional admin and organisational skills. Given the time-sensitive nature of our operations, your ability to multitask, meet deadlines, demonstrate initiative, and maintain acute attention to detail will be key to your success in this role. And of course, your ability to communicate effectively with our Advisors and their clients is paramount.
Skills and Experience
- Previous experience in financial services admin, insurance, or a related field preferred.
- Proficiency in Microsoft Office suite and financial planning software.
- Excellent verbal and written communication skills with attention to grammar and spelling.
- Proven track record of building and maintaining client relationships, with a customer-centric approach.
- Strong analytical skills with the ability to interpret data and make informed decisions.
- Values doing the right thing by our clients and our company.
- Possesses the ability to maintain discretion and confidentiality at all times.
- Detail-oriented with a commitment to accuracy and quality.
- Demonstrated ability to work independently to multitask and meet deadlines.