Financial Planning - Personal Insurance Expert

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: TYPE OF WORK

Full Time

: SALARY

80,000 - 120,000 depending on experience

: HOURS PER WEEK

40

: DATE UPDATED

Apr 17, 2026

JOB OVERVIEW

We are a growing Australian Accounting and Wealth Management firm in Australia with over 50 staff based both in Australia and the Philippines.

We are seeking someone who experienced and is at an expert level for personal insurance. This will include expert level at preparing quotes, analysis, claims process, understanding underwriting, assistance with preparing SOA's for insurance only and can handle the entire process from end to end except for the client interaction. You have to be highly organized, diligent and be able to work towards timeframes for workloads.

This role maybe for someone who has worked in the administration field for an Australian Financial Planning firms for a long period of time or someone who is a paraplanner who has worked extensively in the personal insurance space. Either candidate would be suitable for this position noting that this role will include applications, follow ups with providers etc

The role will be working from home.

Please do not send resume unless you have at least 4 years experience with personal insurances with Australian Financial Planning firm/s

As part of our team we have our annual conference in Bali [Indonesia] where all Filipino and Australian staff catch up. Further you will be joining our team of over 50 staff across both Australia and Philippines where we invest in professional development both technical and non technical.

Please send cover letter and resume to ---------- sure to split these two documents and on the cover letter ensure you clearly articulate your relevant experience including which firms you have worked for and for how long. Please ensure in the cover letter you address the following as a ranking out of 10. Ability to compare quotes for insurance, preparation of all necessary documents for a SOA, insurance claims, technical knowledge of difference insurance types, technical knowledge of exclusions and exemptions.

Thanks

SKILL REQUIREMENT

Financial Planning

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Financial Planning - Personal Insurance Expert

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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