Financial Adviser – Insurance Specialist

The Chance

An established and growing wealth management firm is seeking a Financial Adviser to specialise in personal insurance and risk advice.

You'll work with an established client base, providing tailored insurance strategies and helping clients protect their wealth, income and families. There is no requirement to bring an existing book of clients.

The business is open to both experienced insurance-focused Advisers and holistic Financial Advisers who have a genuine interest in developing their career within risk and insurance advice.

Key Responsibilities

- Provide high-quality personal insurance and risk advice.
- Develop tailored strategies across life, TPD, income protection and trauma insurance.
- Conduct client meetings and manage relationships throughout the advice process.
- Review existing insurance arrangements and identify opportunities to improve client outcomes.
- Work closely with the broader advice and support teams to deliver holistic client solutions.
- Maintain high standards of advice documentation,



compliance and client service.

About You
- Experience as a Financial Adviser, ideally with exposure to personal insurance/risk advice.
- Relevant qualifications and ability to provide financial advice in Australia.
- Strong client relationship and communication skills.
- Good understanding of insurance strategies and the advice process.
- Genuine interest in specialising or further developing your expertise within insurance advice.
- Client-focused, professional and comfortable working within a collaborative advice environment.

What's on Offer

- Opportunity to specialise and build a career within insurance advice.
- Strong internal support and experienced advice team.
- Exposure to a broad range of client circumstances and advice needs.
- Long-term career progression within a growing wealth management business.

If this sounds like your next opportunity, please apply directly or email [email protected] for more informaiton.

📌 Financial Advisor - Insurance Specialist (Melbourne)
🏢 Fuse Recruitment
📍 Melbourne