About the role

What is the role: Junior Financial Adviser (Or Professional Year Candidate)

Hours/days: Full time

Location: Hybrid work from home / Greensborough Office

Responsibilities include:

Initial client engagement to determine if they are a good fit for the business

Work with the support team for the initial research and prepare clients' insurance advice.

Client communication including phone calls, emails, and virtual meetings.

Work with the support team on the implementation of insurance applications and updating insurers or clients as to the state of an application.

Manage ongoing client communication and questions.

Skye's commitment to you

Mentoring - You will be paired with an experienced adviser for ongoing learning in both meeting and overall advice techniques

Support staff & para planners - You will be working with your own pod including a para planner & client services team members to gather initial client info, prepare advice documents & assist with your insurance applications.

Continued Education - We will encourage and support you in obtaining relevant insurance knowledge and further studies with organised professional development sessions with insurers as well as regular adviser off sites with all the advisers.

Compliance Training - Regular updates on advice regulation and changes in insurance products.

About you

What attributes should you have?

Attitude is the most important thing we will be looking for and some attributes we highly regard are below:

A growth mindset & someone who is coachable

Willing to speak up and give constructive feedback

Ability to simplify complex personal insurance terms

Attention to detail

Organised and efficient with your time.

Great email, time, and task management skills

Great with technology

Self-motivated

You don't take yourself too seriously.

What experience do you require?

This position is ideal for a qualified financial adviser who has completed your professional year, however, if you are ready to start or have already started your professional year, please apply.

We also expect you to have:

Great email management skills

Experience using financial planning quote comparison tools

High level of expertise in using insurance quoting software

Experience lodging insurance application

Base understanding of the insurance underwriting process and likely outcomes

Base understanding of the different insurance products on the market

What Qualifications do you require?

FASEA Approved & on the adviser register OR requisite qualifications and experience to begin your professional year

This would be a great fit for?

A relatively new adviser wanting to join a growing, high-performing, & highly skilled insurance specialist firm that will provide plenty of support as you grow in your career as and adviser.

About Us - Skye Wealth

Team Size: 10 Advisers, 1 Professional Year Advisers, 4 Associates, 10 Para planners, 25 clients services, 6 in operations & marketing

Who are our clients: Our average new client age is mid-30's and they are all introduced to the business by multiple trusted referral partners. They come to us with an understanding of the need for insurance but just need an expert to guide them in the right direction.

How big is the business: We have seen significant growth in the last 4 years since we focused on specialising in personal insurance advice. In the 2025 financial year, we helped over 1,000 people put in place policies to help protect themselves and their families and we are on track for more growth.

What type of business: Personal insurance specialist

Point of Difference:

You will never need to make a sales call or feel the need to pressure clients into ‘making a sale’

Hybrid workplace so you can work in a suit & tie or tracksuit pants and mockies

Strong referral partners

A large team of support staff

Skye's Purpose: At Skye, we help people protect what matters most by providing simple & affordable advice.

Skye's Values:

Here for our clients.

Take ownership, give grace.

Excellence & efficiency.

Communicate & collaborate.

Keep it fun & keep it real.

We're one team.

If the above resonates with you, please apply and note we are an equal opportunities employer, and strongly encourage people of all backgrounds to apply.