Associate Adviser
- Join a growing Risk Advice team as an Associate Adviser.
- Support clients with personal insurance and wealth protection strategies.
- Receive strong mentorship and development opportunities.
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 benefits 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.
How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au
Please note only shortlisted candidates will be contacted.
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Skills
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