17 Sep
|
SMC Consulting
|
Melbourne
17 Sep
SMC Consulting
Melbourne
Risk Adviser | High Growth Financial Services Firm
About the Opportunity
We are partnering with a highly respected, well-established financial services firm with a 50+ year legacy supporting professional clients. This firm has built an outstanding reputation for delivering integrated advice across accounting, wealth and risk—backed by a genuinely supportive and people-first culture.
With continued growth in their risk division, they are seeking an experienced Risk Adviser to join their collaborative and high-performing team.
Why You’ll Love This Role
- Established client base from day one with all leads provided
- Work with an affluent client base, gaining experience with sophisticated financial strategies and complex client needs.
- Career development pathways – genuine investment in your growth
- Supportive, team-driven culture grounded in trust and collaboration
- Access to quality systems, processes and admin support
- Work alongside experienced professionals in a well-structured advice business
- Exceptional earning potential – highly competitive remuneration and above the market pay
The Role
Reporting to the Head of Risk, you will play a key role in advising clients on insurance strategies to protect their wealth, while building long-term, trusted relationships.
Key responsibilities include:
- Providing tailored risk advice and insurance solutions
- Managing new and existing client relationships
- Preparing for and attending client meetings (approx. 5 per week)
- Developing and servicing a portfolio of clients
- Managing underwriting and application processes
- Collaborating with internal advisers and referral partners
- Ensuring compliance with ASIC and internal standards
- Contributing to business development and marketing initiatives
About You
You are an experienced Risk Adviser with minimum 2 -3 years’ experience who thrives in a client-focused environment and values working within a collaborative team.
You will bring:
- Proven experience in risk / insurance advice
- FASEA-qualified (or compliant with current standards)
- Solid knowledge of AI, Automation and MS Office
- Excellent relationship-building and communication skills
- High attention to detail and commitment to compliance
- A proactive, professional and team-oriented mindset
What Sets This Firm Apart
This organisation is built on honesty, transparency and a genuine desire to help clients succeed. Their culture is one where people are supported, developed and recognised—making it an ideal environment for advisers wanting to elevate their careers.
Apply Now
If you’re looking to join a progressive firm where you can grow, be supported and maximise your earning potential, we’d love to hear from you.
📌 Risk Adviser (Melbourne)
🏢 SMC Consulting
📍 Melbourne