Professional Year Adviser (North Sydney, AU)

Zurich Insurance
Australia
Workplace: HybridFull timeFunction: Administration & Executive AssistanceSkills: ["Customer service","Communication","Relationship-building","Organisation","Teamwork"]

Join Zurich Assure as a Professional Year Candidate / Provisional Financial Adviser and work alongside an authorised Financial Adviser to learn the end-to-end personal advice process. This role provides a structured, supervised pathway to build financial adviser education, technical knowledge, professional behaviours, and customer-focused communication. As you reach Professional Year milestones, your responsibilities grow under appropriate guidance, helping you become a qualified Financial Adviser.

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Zurich Insurance
Zurich Insurance
9 hours ago

Professional Year Adviser (North Sydney, AU)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Join Zurich Assure as a Professional Year Candidate / Provisional Financial Adviser and work alongside an authorised Financial Adviser to learn the end-to-end personal advice process. This role provides a structured, supervised pathway to build financial adviser education, technical knowledge, professional behaviours, and customer-focused communication. As you reach Professional Year milestones, your responsibilities grow under appropriate guidance, helping you become a qualified Financial Adviser.
Location: Australia
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Support the end-to-end personal advice process alongside an authorised Zurich Assure Financial Adviser.
  • •Develop technical knowledge, professional behaviours, and customer-focused skills to deliver quality personal advice.
  • •Progress through Professional Year milestones while responsibilities increase under appropriate supervision.
  • •Engage professionally with customers and stakeholders to provide effective advice experiences.
  • •Learn and apply feedback quickly to improve performance in a fast-paced environment.

Pay and Benefits

Perks:Remote WorkParental Leave

Key Requirements

  • •Eligibility to commence or be currently enrolled in a Professional Year under the Financial Adviser Standards framework.
  • •An approved qualification that satisfies, or is progressing toward satisfying, financial adviser education requirements.
  • •A genuine passion for building a career as an insurance specialist Financial Adviser.
  • •Strong customer service, relationship-building, and communication skills to engage professionally with customers and stakeholders.
  • •Proactive learning mindset, with strong organisation, time management, and attention to detail to deliver quality outcomes.
Experience:InsuranceFinancial servicesLife insurance
Skills:Customer serviceCommunicationRelationship-buildingOrganisationTeamwork

Company Brief

Zurich Insurance
Zurich Insurance Group is a global insurance company offering a wide range of general insurance and life insurance products and services to individuals, small businesses and large corporations across multiple markets worldwide.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Zurich, Switzerland
Founded: 1872
Glassdoor
Glassdoor: 3.7
WebsiteLinkedIn