Advice Support Officer

About the Role

The Advice Support Officer plays a critical role within a life insurance financial advice practice, providing comprehensive administrative, processing and operational support to Financial Advisers. The primary purpose of this role is to relieve advisers of the end-to-end administrative burden associated with life insurance applications and client on-boarding, enabling them to dedicate their time to client engagement, strategic advice formulation and policy reviews.

This position demands an exceptional level of accuracy, technical knowledge of life insurance products and underwriting processes, and a proactive, service-oriented mindset. The Advice Support Officer is the operational backbone of the advice team; owning administrative workflows from inception through to policy issue, and serving as the primary liaison with insurers, clients and internal stakeholders on all processing matters.

Key Accountabilities