Legacy Risk Advice is looking for an Associate Risk Insurance Adviser to join our growing team.

This is an opportunity for someone who wants to build a career in personal risk insurance advice. You'll work alongside the managing director, develop your technical knowledge and gradually take on more responsibility as your experience grows.

The Role

With support, you'll manage your own portfolio of clients, provide strategic personal risk insurance advice and oversee the advice process from initial meetings through to implementation and ongoing reviews.

Responsibilities

- Meeting with clients to understand their objectives and insurance needs.
- Preparing and presenting personal risk insurance advice.
- Managing the advice process from initial engagement through to implementation and ongoing service.
- Communicating with clients throughout the advice process.
- Managing client enquiries and following up outstanding requirements.
- Participating in professional development and industry training.
- Supporting business development activities where appropriate.

About You

This role would suit someone who enjoys working with people,



has strong attention to detail and is looking to build a long-term career in risk insurance.

Requirements

- Experience in financial services, insurance or a client-facing role.
- Strong communication and organisational skills.
- A willingness to learn and develop professionally.
- A proactive attitude with the ability to work autonomously and in a team.
- A team-oriented approach and a strong work ethic.
- Qualified financial adviser.
- Experience using Xplan.

What We Offer

- Competitive salary and performance incentives.
- Clear opportunities for career progression.
- Exposure to high-quality client advice.
- A fun, collaborative team culture.
- Modern office in Toorak.

About Legacy Risk Advice

Legacy Risk Advice is a boutique advice firm specialising in personal risk insurance advice. We help professionals, families and business owners protect what matters most through high-quality, personalised advice. As a growing firm, we're committed to developing the next generation of advisers and providing genuine long-term career opportunities.

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📌 Associate Life Insurance Adviser (Williamstown)
🏢 Legacy Risk Advice
📍 Williamstown