An established financial services firm in Melbourne's inner eastern suburbs is looking forAssociate Risk & Insurance Advisers to join their growing team.

This role is a perfect career-track opportunity for someone passionate about personal risk insurance. You will receive hands‑on mentoring, develop deep technical knowledge, and gradually take on greater client management responsibilities as you grow.

With full support, you will manage a client portfolio and oversee the end-to-end advice process.
Your day-to-day will involve:

- Meeting with clients to understand their objectives and risk protection needs.
- Preparing and presenting tailored personal risk insurance advice.
- Managing the implementation process and ongoing client reviews.
- Handling day-to-day client enquiries and outstanding requirements.
- Supporting business development and professional development initiatives.

An established financial services firm in Melbourne's inner eastern suburbs is looking forAssociate Risk & Insurance Advisers to join their growing team.

This role is a perfect career-track opportunity for someone passionate about personal risk insurance. You will receive hands‑on mentoring, develop deep technical knowledge, and gradually take on greater client management responsibilities as you grow.





With full support, you will manage a client portfolio and oversee the end-to-end advice process.
Your day-to-day will involve:

- Meeting with clients to understand their objectives and risk protection needs.
- Preparing and presenting tailored personal risk insurance advice.
- Managing the implementation process and ongoing client reviews.
- Handling day-to-day client enquiries and outstanding requirements.
- Supporting business development and professional development initiatives.

About You:

We are looking for a proactive professional with robust attention to detail who wants to build a long-term career in risk advice.

Ideally, you bring:

- Qualifications as a Financial Adviser (or working towards it).
- Prior experience within financial services, insurance, or a client-facing wealth role.
- Proficiency using Xplan.
- Excellent communication skills and a collaborative, team-first attitude.

What’s on Offer

- Competitive salary + performance-based incentives.
- Direct mentoring from an experienced Managing Director.
- Clear path for career progression into a senior advisory role.
- A fun, collaborative team culture in a modern inner-east office.

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📌 Risk Adviser (Shire of Plantagenet)
🏢 Andersen Partnership
📍 Shire of Plantagenet