Associate Adviser
- Join a well-established financial services firm as an associate adviser.
- Support the risk adviser through the advice process and assist with paraplanning.
- Maintain accurate client records and manage various insurance advice.
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 Professional 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 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.
How to apply
If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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