Are you ready for an exciting new challenge? We’re on the lookout for a dedicated and driven Adviser Assistant to become a vital part of our Specialist Risk Insurance team.

In this pivotal role, you’ll be the key point of contact for our team of Specialist Risk Advisers, working with a diverse range of clients, providing compliance advice, and helping to create tailored insurance solutions. While there are no sales targets, your contributions will play a significant role in the overall success of our team.

If you’re passionate about client service, thrive in a collaborative environment, and want to make grow your career, this could be the perfect opportunity for you!

What will your typical week look like?

Support our team of Specialist Risk Advisers to produce risk strategies for their business clients
Undertake a needs analysis, Xplan research, alteration quotes and ensure overall file compliance
Collaborate and support our team of Specialist Risk Advisers to assist with strategic advice objectives
Maintain professional relationships with key internal and external stakeholders
Assist with new Business applications and claims processing
Group schemes and ad hoc administration as required

About the perks

A genuine opportunity for long-term career profession
Continuous learning and development initiatives
Dynamic, flexible work arrangements allowing you to work from home and the office
Employee benefits including; fully paid health insurance, parental and partner leave, Employee Assistance Program, wellbeing benefits and monthly staff social events

Let’s talk about you!

Proven experience in providing risk strategies with knowledge of the New Zealand Risk Insurance market
Adept at managing a large WIP and competing priorities
Experience with Xplan would be advantageous
Self-driven person who can work autonomously
A collaborative team player
Strong commercial acumen and analytical skills

Why Findex? #writeyournextchapter

Findex is an integrated financial services business and offers an extensive range of wealth management, investment, lending, insurance and accounting services to help individuals and businesses manage and grow their wealth and protect their assets.

With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Findex employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose belonging and we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.

Next Steps?

Apply now – we can’t wait to hear from you! Please note, you will be directed to our careers page to apply.

Please note:

Only candidates with valid work rights within New Zealand in which this position is based will be considered.

This role is being managed by Findex Talent Acquisition and we will not accept unsolicited resumes/applications from Recruitment Agencies.

Adviser Assistant

Findex NZ

Adviser Assistant

Findex NZ

Auckland

Findex NZ

Adviser Assistant

Location

Job Description

Hard Skills Required

Soft Skills Required

Benefits and Perks

Job Schedule