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 12–24 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 team-oriented, 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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📌 Associate Adviser (Brisbane)
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