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Zurich4 days ago

Financial Adviser

Hybrid · Melbourne, Victoria, Australia or North Sydney, New South Wales, Australia

Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Enterprise

Job Summary

Provide specialised insurance advice to a broad range of customers and deliver personalised solutions that genuinely make a difference. Grow the advice business by delivering exceptional service, deepen customer relationships, and tailor advice to each customer’s goals and needs. Work closely with colleagues across the business, leveraging digital tools and data-driven insights to strengthen a customer-first and compliant advice model. The role supports hybrid working arrangements (office-based collaboration and remote work) and requires strong communication, stakeholder engagement, and the ability to adapt to evolving processes while maintaining a values-driven approach.

Required Qualifications

  • FASEA qualified
  • 5+ years’ advice experience
  • Strong communication and customer engagement skills
  • Ability to build trusted relationships with customers and colleagues
  • Experience delivering advice through digital channels
  • Adherence to compliant advice models
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Zurich

Financial Adviser

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