About the RoleOur 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 robust 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 meetingsPrepare and present insurance recommendationsManage referrals from wealth and lending teamsBuild client relationships and ongoing engagementAssist with strategy implementation and policy servicingLiaise with paraplanners, CSOs and operations teamsSupport compliance and advice documentationSkills & ExperienceStrong experience in insurance advice as a senior CSO,
paraplanner or associate adviserStrong working knowledge of XplanKeen to complete your Professional Year and become an insurance specialist financial adviserParaplanning experience highly regardedBenefitsHybrid WFH arrangementStudy leave and education supportStructured mentoring from an experienced Risk AdviserClear pathway toward Adviser progressionProfit share program available to all employeesComplimentary financial planAward-winning employee benefits programAbout the CompanyOur 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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