Risk Insurance Adviser - Join a National, Client-Focused Team

Location: Melbourne

Employment Type: Full-Time

About our client
Our client is a well-recognised National firm with a strong established business in Melbourne Being part of one of the Australia's leading financial services businesses. You'll enjoy the professional growth opportunities of a national firm with offices in Sydney, Brisbane, and Newcastle.

Your New Opportunity

We're looking for a Risk Insurance Adviser to join our clients Investment Services team. In this client-facing role, you'll provide tailored insurance advice, helping clients protect themselves against Life, Trauma, TPD, and Income Protection events. You'll work closely with clients and internal teams to deliver high-quality advice, exceptional service, and peace of mind when it matters most.

What You'll Do

• Meet with clients and respond to queries to understand and support their insurance needs
• Deliver tailored, strategic insurance advice
• Coordinate the end-to-end implementation process with paraplanning and administration teams
• Proactively review and update insurance strategies
• Review and contribute to advice documents prepared by the paraplanning team
• Maintain strong relationships with clients, internal teams, and external providers
• Follow structured workflows and keep accurate client records
• Identify cross-referral opportunities across the Investment Services team
• Participate in training and development to strengthen technical and client service skills

What You'll Bring

• Current Authorised Representative Status
• Tertiary qualification in Commerce, Finance, or a related field
• Diploma of Financial Services (Financial Planning) and RG146 compliance
• Meet FASEA, TASA, and other relevant legislative requirements
• Strong relationship-building skills with the ability to engage a broad range of stakeholders
• Pragmatic thinker with a genuine focus on creating smart client solutions

Why Join the team?

This is a chance to be part of a national firm while working locally in Melbourne, with access to:

• Collaborative, supportive teams
• Career growth and professional development
• A healthy work-life balance and a culture that values your contribution

For more details and for a confidential discussion, reach out to Sav on 0409420883 or email : [email protected]

Who we are

At PERSOL, we connect people to meaningful work and growth.
With decades of experience and a future-focused mindset, we're here to support your career journey. We offer fresh opportunities, trusted guidance, and a people-first approach.

We're committed to creating a safe, inclusive, and respectful workplace that embraces diverse experiences, backgrounds, and perspectives.
We strongly encourage applications from women, people of Aboriginal and Torres Strait Islander descent, and individuals from all communities.

Ready to make your next move? Apply now to join our team.

To learn more about life at PERSOL, visit persolaustralia.com
Or follow us on LinkedIn at linkedin.com/company/persolapac for the latest updates and opportunities.