Skye Wealth

Does this sound like you? - You’re passionate about helping people protect what matters most. - You’re not here to sell insurance — you want to give clients clarity, confidence, and peace of mind. - You’re excited to be part of a high-performing team where you can keep learning, contribute your voice, and have fun along the way. - If you’re nodding your head, we might just have your dream role. What you’ll bring to the proverbial table: - Completed your Professional Year - Ideally 3+ years industry experience (though newer advisers are encouraged to apply — we may have other opportunities available). - Strong skills in insurance quoting software and comparison tools. - Experience lodging applications and navigating the underwriting process. - Detailed understanding of the insurance underwriting process and likely outcomes. - Excellent communication and email management skills. - FASEA approved and on the Adviser Register. - You bring energy and motivation to your work. - You’re obsessed with being part of a team culture that values people and has real-world impact. - You can work in a high-trust, high-accountability environment that’s fully remote. - You’re proactive, organised, and known for great email management and follow-through. - You communicate clearly and can explain complex insurance concepts simply. - You love to have fun (because at Skye we’re allergic to boring). What you’ll do: - Be the first point of contact for new clients and determine if they’re a good fit for Skye. - Partner with our support team to research, prepare, and deliver insurance proposals (Statements of Advice). - Communicate with clients through calls, emails, and virtual meetings (clear, calm, and human). - Work with our support team to implement applications and keep clients and insurers updated throughout the process. - Manage ongoing client relationships and queries with care and attention to detail. - Join our monthly Junior Adviser meetings to provide feedback and mentor newer advisers. - Deliver great advice to mostly new-to-insurance clients who’ve been referred into the business. - The best part? All your clients will be referred to you. No prospecting, no cold calling, no pressure to “make a sale.” You’ll be focused on what matters: delivering great advice and protecting people’s future. What you’ll get (the Benefits): - Down to earth culture with epic people (even if we do say so ourselves, plus don’t just take our word for it - it’s all detailed in our latest employee culture survey results which we’re more than happy to share with you because the results are very impressive). - Fully remote team with huge levels of flexibility (we’re all about that high trust, high accountability life) - Huge opportunities for career development (because we’re growing super fast which means a lot of room for progression) - We’ve got very low employee turnover. Our people love it here (slide into their DMs on LinkedIn to ask them for the inside goss). - A career with purpose (we’re changing lives and protecting people’s future and we don’t take that lightly). About us: At Skye Wealth, we’re on a mission to make personal insurance advice easier. We help people protect what matters most to them. We do it by providing simple & affordable advice. We have over 35 employees based around the world and 1,800 clients and we’re growing fast. So, that’s why we need this role, you’ll be crucial in helping us sort out our operations, help us scale and have fun while we do it. If this sounds like you, don’t wait! Apply now by submitting your cover letter and resume. If you want to talk more about the role or have any questions, email our HR team and we would love to chat more careers@skye.com.au

Does this sound like you? - You’re not just looking for a job — you’re looking for a career where your paraplanning skills actually make an impact. - You know your way around risk insurance (life, TPD, trauma, income protection) and you’re confident producing advice documents advisers can genuinely trust. - You love getting the details right, balancing compliance with efficiency, and making the advice process smoother for everyone involved.If you’re nodding along, we might just have your next big move. What You’ll Bring (Requirements): - Must-Haves: - 2+ years of solid experience in Paraplanning (Australian market exposure is essential). - Expertise in personal insurance strategies and underwriting nuances. - Proficiency in Australian financial planning software (e.g., Xplan, Risk Researcher). - Exceptional written and spoken English. - Nice-to-Haves: - Relevant certifications (DFP, ADFP, or RegCert). - Experience in high-volume, fully remote environments. Who You Are: - You’re a "detail person" who finds peace in a perfectly formatted SOA. - You thrive in a high-trust, high-accountability setup—no micromanagement here. - You’re proactive and coachable; you don’t just find problems, you suggest solutions. - You’re allergic to boring—you work hard but know how to have fun with an epic global team. What you’ll do: - Advice Production: Prepare high-quality, compliant Statements of Advice (SOA) with a focus on personal insurance (Life, TPD, Trauma, IP). - Efficiency & SLAs: Maintain a high turnaround rate, ensuring advice documents are delivered within agreed timeframes without sacrificing quality. - Technical Research: Conduct in-depth research on insurance products and market trends to ensure strategies are competitive and fit-for-purpose. - Compliance Excellence: Achieve a 100% compliance pass rate by staying meticulous with internal templates and regulatory standards. - Process Innovation: Identify and implement 1-2 workflow or template upgrades per quarter to help us scale. What you’ll get (the Benefits): - Full Remote Flexibility: Work from home in Cebu or anywhere in the Philippines. - Growth Path: We’re scaling fast; your career can grow as quickly as we do. - Epic Culture: Based on our latest survey, our team loves it here—and we’re happy to share the results. - Purpose-Driven Work: Every document you write helps protect someone’s future. About us: At Skye Wealth, we’re on a mission to make personal insurance advice easier. We help people protect what matters most to them. We do it by providing simple & affordable advice. We have over 35 employees based around the world and 1,800 clients and we’re growing fast. So, that’s why we need this role, you’ll be crucial in helping us sort out our operations, help us scale and have fun while we do it. If this sounds like you, don’t wait! Apply now by submitting your cover letter and resume. If you want to talk more about the role or have any questions, email our HR team and we would love to chat more careers@skye.com.au

Does this sound like you? - You’re the kind of person who loves making things run smoothly behind the scenes. - You get a kick out of being the calm, organised bridge between clients, advisers, and providers — keeping everyone informed and everything moving. - You’re detail-focused, client-first, and proud of doing things properly (with warmth, not robot vibes). If you’re nodding your head, we might just have your dream role. What You’ll Bring (Requirements): - Must-Haves (The Essentials): - Strong proficiency in Microsoft Office Suite (Word, Excel, Outlook). - Exceptional verbal and written English communication skills. - Proven ability to manage multiple deadlines in a fast-paced environment. - High attention to detail, specifically in data entry and document review. - A proactive, "ownership" mindset with a passion for customer service. - Nice-to-Haves (The Bonuses): - Bachelor’s degree in Business, Finance, or a related field. - Prior experience in Australian insurance administration or financial services. - Experience using CRMs (e.g., Xplan, Salesforce) and virtual collaboration tools. Who You Are: - You are based in CEBU, Philippines - You’re a growth-oriented professional who values feedback and continuous learning. - You can take a complex concept and explain it with "warmth, not robot vibes." - You’re tech-savvy and can navigate new systems with ease. - You take your work seriously, but you’re "allergic to boring" and love being part of a fun, high-energy team. What you'll do: - Application Management: Drive the end-to-end processing of personal insurance applications, maintaining a target cycle time for follow-ups with providers. - Client & Provider Liaison: Act as the primary point of contact for enquiries, ensuring a professional and timely response (SLA-based) via phone and email. - Data Integrity: Maintain 100% accuracy in client records and CRM updates, ensuring all documentation meets Australian regulatory and company compliance standards. - Pipeline Support: Support Senior Advisers by managing their calendars, tracking task deadlines, and preparing client reports to ensure nothing "slips through the cracks." - Process Improvement: Identify and suggest at least one workflow optimization per quarter to enhance the overall client experience. What you’ll get (the Benefits): - High-Trust, High-Accountability: Fully remote work with huge levels of flexibility. - Career Growth: We are growing fast, and we prioritize internal progression for high performers. - Culture of Purpose: Join a team that genuinely cares about protecting people’s futures. - Epic People: Be part of a global team with a down-to-earth, supportive culture (we’re happy to share our latest employee survey results!). About us: At Skye Wealth, we’re on a mission to make personal insurance advice easier. We help people protect what matters most to them. We do it by providing simple & affordable advice. We have over 35 employees based around the world and 1,800 clients and we’re growing fast. So, that’s why we need this role, you’ll be crucial in helping us sort out our operations, help us scale and have fun while we do it. If this sounds like you, don’t wait! Apply now by submitting your cover letter and resume. If you want to talk more about the role or have any questions, email our HR team and we would love to chat more careers@skye.com.au

Does this sound like you? - You’re motivated, detail-oriented, and you genuinely care about doing things properly. - You’re not just looking for a job — you want a career where you can grow and develop alongside a high-performing team. - You love helping clients feel clear, confident, and looked after through the insurance process. If you’re nodding your head, we might just have your dream job. What you’ll bring to the proverbial table: - Completed Bachelor’s degree in Commerce, Finance, or Financial Planning. - Must be Australian-based (to align with local compliance and time zones). - Proficiency in Microsoft Office Suite (financial planning software experience is highly regarded). - Great email management skills and strong attention to detail. - Experience using financial planning quote comparison tools. - High level of expertise using insurance quoting software. - Experience lodging insurance applications. - Detailed understanding of the insurance underwriting process and likely outcomes. - Detailed understanding of different insurance products on the market. - Exceptional verbal and written communication skills. Who you are: - You bring energy and motivation to your work. - You’re obsessed with being part of a team culture that values people and has real-world impact. - You can work in a high-trust, high-accountability environment that’s fully remote. - You communicate clearly and can explain complex concepts simply. - You’re ethical, professional, confidential, and known for strong attention to detail. - You love to have fun (because at Skye we’re allergic to boring). What you’ll do: - Work directly with our Senior Financial Advisers to support the delivery of high-quality personal insurance advice. - Support initial client engagement to determine if clients are a good fit for the business. - Work with our support team to complete initial research and prepare clients’ insurance proposals (Statements of Advice). - Manage client communication across phone calls, emails, and virtual meetings. - Support implementation of insurance applications and keep insurers/clients updated on progress. - Manage ongoing client questions and communication with care and clarity. - Stay on top of tasks, follow-ups, and details so nothing slips through the cracks. What you’ll get (the Benefits): - Down to earth culture with epic people (even if we do say so ourselves, plus don’t just take our word for it - it’s all detailed in our latest employee culture survey results which we’re more than happy to share with you because the results are very impressive). - Fully remote team with huge levels of flexibility (we’re all about that high trust, high accountability life) - Huge opportunities for career development (because we’re growing super fast which means a lot of room for progression) - We’ve got very low employee turnover. Our people love it here (slide into their DMs on LinkedIn to ask them for the inside goss). - A career with purpose (we’re changing lives and protecting people’s future and we don’t take that lightly) About us: At Skye Wealth, we’re on a mission to make personal insurance advice easier. We help people protect what matters most to them. We do it by providing simple & affordable advice. We have over 35 employees based around the world and 1,800 clients and we’re growing fast. So, that’s why we need this role, you’ll be crucial in helping us sort out our operations, help us scale and have fun while we do it. If this sounds like you, don’t wait! Apply now by submitting your cover letter and resume. If you want to talk more about the role or have any questions, email our HR team and we would love to chat more careers@skye.com.au

Does this sound like you? - You’re passionate about helping people protect what matters most. - You’re not here to “sell insurance” — you want to give clients clarity, confidence, and peace of mind. - You love learning, you’re coachable, and you want to build your career in a high-performing specialist insurance team that does great work (and enjoys doing it) If you’re nodding your head, we might just have your dream role. What you’ll bring to the proverbial table: - A growth mindset and a coachable attitude (you love feedback and getting better). - Confidence to speak up and share ideas respectfully. - Strong attention to detail and the ability to stay organised with multiple moving pieces. - Great written and verbal communication skills (especially over email). - Comfort with technology and learning new tools quickly. - This position is for a qualified financial adviser — however, if you’re ready to start or currently in the process of your Professional Year, please apply. Who you are: - You’ve got a growth mindset and you’re genuinely coachable. - You’re willing to speak up and give constructive feedback (we love people with a voice). - You can simplify complex personal insurance terms into plain English. - You’re detail-oriented, organised, and efficient with your time. - You’ve got great email, time, and task management skills. - You’re great with technology and pick up systems quickly. - You’re self-motivated and take ownership in a remote environment. - You don’t take yourself too seriously (because at Skye we’re allergic to boring). What you’ll do: - Support initial client engagement to determine if they’re a good fit for the business. - Work with our support team on the initial research and preparation of clients’ insurance proposals (Statements of Advice). - Communicate with clients via phone calls, emails, and virtual meetings (clear, warm, and professional). - Work with our support team on implementing insurance applications and keeping insurers/clients updated on progress. - Manage ongoing client communication and questions with care (and attention to detail). - Keep tasks, follow-ups, and timelines running smoothly so nothing slips through the cracks. What you’ll get (the Benefits): - Down to earth culture with epic people (even if we do say so ourselves, plus don’t just take our word for it - it’s all detailed in our latest employee culture survey results which we’re more than happy to share with you because the results are very impressive). - Fully remote team with huge levels of flexibility (we’re all about that high trust, high accountability life) - Huge opportunities for career development (because we’re growing super fast which means a lot of room for progression) - We’ve got very low employee turnover. Our people love it here (slide into their DMs on LinkedIn to ask them for the inside goss). - A career with purpose (we’re changing lives and protecting people’s future and we don’t take that lightly). About us: At Skye Wealth, we’re on a mission to make personal insurance advice easier. We help people protect what matters most to them. We do it by providing simple & affordable advice. We have over 35 employees based around the world and 1,800 clients and we’re growing fast. So, that’s why we need this role, you’ll be crucial in helping us sort out our operations, help us scale and have fun while we do it. If this sounds like you, don’t wait! Apply now by submitting your cover letter and resume. If you want to talk more about the role or have any questions, email our HR team and we would love to chat more careers@skye.com.au