Junior Financial Adviser / Professional Year Candidate

Victoria, Australia

- Permanent Full-time

Overview

Application

About This Job

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.

Job requirements

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 effective 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).

Job responsibilities

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.

Job advantages

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).

- Hybrid 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 60 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 [email protected]

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.

Job requirements

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 excellent 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).

Job responsibilities

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 skilled).

- 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.

Job benefits

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).

- Hybrid 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 60 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 [email protected]

📌 Junior Financial Adviser/Professional Year Candidate (Melbourne)
🏢 Skye
📍 Melbourne