Associate Adviser

Bentley Recruitment; City of Brisbane; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Professional Year support

Career progression

Mentoring

WFH after probation

Insurance benefits

Flexible hours

Social events

Job summary

Bentley Recruitment in Brisbane partners with a well-established financial services firm to recruit an associate adviser specializing in personal and business insurance. You will support the senior risk adviser, assist with client strategy, and progress toward your Professional Year, with a clear pathway into an adviser role. You will also attend client meetings, prepare strategies, and help with paraplanning while developing in a collaborative culture.

Qualifications

• Experience in insurance advice as senior CSO, paraplanner, or associate adviser.
• Familiar with Xplan and client record management.
• Motivated to complete Professional Year and specialise in insurance.

Responsibilities

• 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

Insurance advisory experience

Client meetings

Paraplanning coordination

Career development mindset

Education

Professional Year enrollment

Tools

Xplan

Job description

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.

For a full list ofsimilar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs