About the Role
Our client is seeking an Associate Adviser to join their growing Risk Advice team.
Working alongside an experienced Senior Risk Adviser, you'll support clients with personal insurance and wealth protection strategies while receiving strong mentorship and development opportunities.
This role can be tailored to suit someone completing their Professional Year, recently qualified, or an experienced Associate Adviser looking to deepen their risk advice expertise.
Conduct client reviews and risk advice meetings
Prepare and present insurance recommendations
Manage referrals from wealth and lending teams
Build client relationships and ongoing engagement
Assist with strategy implementation and policy servicing
Liaise with paraplanners, CSOs and operations teams
Support compliance and advice documentation
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
Benefits
Hybrid WFH arrangement
Study leave and education support
Structured mentoring from an experienced Risk Adviser
Clear pathway toward Adviser progression
Profit share program available to all employees
Complimentary financial plan
Award-winning employee advantages program
About the Company
Our client is a privately owned, self-licensed financial advisory firm with more than 30 years of experience supporting Australian individuals, families and business owners.
People enjoy working here because of the collaborative culture, transparent leadership and genuine investment in employee development.
The business is known for its strong mentoring programs, career progression pathways, wellness initiatives and inclusive team environment.
Please note only shortlisted candidates will be contacted.
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