Associate Adviser

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 Xp...