Legacy Risk Advice isn’t your typical insurance business — and we’re not looking for a typical hire.

We combine expert Risk Insurance advice with a personal, down-to-earth approach. Our close-knit team works hard, supports each other, and still finds time to enjoy the day — whether it’s through team breakfasts, Friday drinks, or a quick game of pool in the office.

If you’re detail-driven, client-focused, and looking to grow your career in financial services, this could be your perfect first or next step.

✨ The Role

As our Risk Paraplanner, you’ll be essential to our behind-the-scenes operations — working closely with our advisers to prepare insurance advice, liaise with clients and insurers, and keep everything organised and compliant.

Your key responsibilities will include:

Communicating with clients and insurers

Accurate data entry and document management

Preparing advice documents (including SoAs, product comparisons, and applications)

Participating in strategy discussions and raising opportunities

Ensuring compliance with licensee and legislative requirements

Maintaining clear notes and records

Supporting with general admin and process improvements

You’ll be trained on the job, supported every step of the way, and encouraged to grow as your confidence builds.

🧠 About You

You’re detail-oriented, proactive, and love getting things right. Whether you're early in your career or already have a foot in the industry, you’re ready to dive in and make a difference.

You’ll thrive if you have:

Xplan experience is valuable

High attention to detail and accuracy

Strong MS Office skills (Word, Excel, Outlook)

Great communication and relationship-building skills

A proactive mindset and a strong work ethic

A genuine desire to deliver an exceptional client experience

1+ year of experience in the financial planning or insurance industry, or you’ve recently completed (or are close to completing) a Bachelor's degree with an interest in financial services.

The deal:

We value our team and love to make work enjoyable. Here's what you can expect:

· Competitive Salary
· Beautiful Toorak office + flexibility to WFH (after settling in)
· Mentorship & hands-on training
· Clear career progression opportunities
· Fun, Close-Knit Team Culture – We work hard, laugh a lot, and celebrate wins.

And the perks:
🥐 Weekly breakfasts
🥗 Monthly team lunches
🍻 Friday afternoon drinks
🎱 Office pool table & golf simulator
💆‍♀️ Massage chairs
🧘‍♂️ Optional in-office yoga and meditation

Sound like your kind of workplace?
Apply now with your CV and a short cover letter telling us why you'd be a great fit. We can't wait to meet you!