About the role
Join a well-established financial services firm as an associate adviser specialising in personal and business insurance advice.
You'll work closely with the senior risk adviser, supporting client strategy and progressing towards your Qualified Year, with a clear pathway into an adviser position.
Support the risk adviser through the advice process
Attend client meetings in person and virtually
Prepare insurance strategies and recommendations
Assist with paraplanning where required
Liaise with administration and support teams
Manage Life, TPD, Trauma and Income Protection advice
Assist with business and group insurance solutions
Maintain accurate client records in Xplan
Skills & Experience
Strong experience in insurance advice as a senior CSO, paraplanner or associate adviser
Strong working knowledge of Xplan
Keen to complete your Professional Year and become an insurance specialist financial adviser
Paraplanning experience highly regarded
Group insurance experience advantageous
Benefit




Professional Year support after probation
Clear pathway to adviser within ***** months
Ongoing mentoring and tailored career development
One day WFH available after probation
Employer-funded insurance benefits
Flexible working hours and regular social events
About the Company/Culture
Our client is a well-established Brisbane-based financial services firm with a strong reputation for delivering tailored advice to individuals, families, businesses and corporate clients across Australia.
People enjoy working here because of the collaborative, high-performing culture, genuine investment in career development and supportive leadership.
The business has successfully mentored numerous advisers through their Professional Year and offers long-term career opportunities.
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