Job Description

Join a respected boutique financial planning firm where relationships come first.

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An exciting opportunity has become available for an experienced Risk Adviser to join a well-established, client-focused financial planning practice based in regional Victoria.

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With an outstanding reputation, a collaborative team and a strong referral network, this role offers the opportunity to focus on what you do best—providing quality insurance advice and protecting clients—without the pressure of cold business development.

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About the Role

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Working with an established client base and a steady flow of referrals, you will provide strategic personal risk insurance advice to individuals, families and business owners.

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You will be supported by an experienced administration and advice support team, allowing you to spend more time building relationships and delivering exceptional client outcomes.

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Your responsibilities will include:

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- Providing holistic personal risk insurance advice, including Life, TPD, Trauma and Income Protection.
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- Conducting client meetings, reviewing existing cover and identifying protection gaps.
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- Developing tailored insurance strategies aligned to clients' broader financial goals.
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- Preparing and presenting compliant advice recommendations.
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- Managing implementation through to policy completion.
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- Supporting clients through claims when required, delivering a high level of service during critical life events.
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- Building long-term client relationships through ongoing reviews and proactive service.




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- Working collaboratively alongside financial advisers, paraplanners and client service professionals.
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About You

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To be successful you will ideally have:

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- Previous experience as a Risk Adviser or Financial Adviser specialising in personal insurance.
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- Strong knowledge of Life, TPD, Trauma and Income Protection advice.
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- Excellent client relationship and communication skills.
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- A genuine passion for helping clients protect what matters most.
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- High attention to detail and strong compliance awareness.
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- The ability to manage your own client relationships while working collaboratively within a team.
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- Relevant education requirements to provide personal financial advice.
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What's on Offer

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- Established, quality referral sources and an existing client base.
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- No pressure to generate business through cold prospecting.
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- A supportive and collaborative team culture.
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- Strong administration and paraplanning support.
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- Ongoing professional development and career progression.
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- Adaptable, family-friendly working environment.
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- Modern offices located in a thriving regional city with an excellent lifestyle.
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- Long-term career opportunity within a highly respected boutique advice business.
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If you're passionate about delivering meaningful insurance advice and want to join a business that genuinely values long-term client relationships and quality advice over sales targets, we'd love to hear from you.

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📌 Risk Adviser (Established Client Base) (Bendigo)
🏢 Berritta Consulting
📍 Bendigo