Develop your career in a new direction in a stable growing niche Enhance your knowledge while pursuing further qualifications Enjoy income protection, a supportive team, and a learning-oriented culture Develop your career in a new direction in a stable growing niche Enhance your knowledge while pursuing further qualifications Enjoy income protection, a supportive team, and a learning-oriented culture Looking to transition your career in a new direction? Seize the chance to learn from industry leaders, build expertise in the thriving risk advice niche, and leverage your client engagement skills to become a qualified Financial Adviser. Whether your background is in finance, consulting, relationship management, case management, or the health sector, this opportunity is tailored for career-driven individuals.
About the company
Our client, Australian Financial Risk Management (AFRM) has been a trailblazer in the Australian Risk Advice Industry for 25 years, boasting over 3,500 satisfied clients with expansion plans in place. Committed to prioritising people over profit, AFRM's success is fuelled by a cohesive team with shared values of Respect, Honesty, Integrity, Fairness, Ethics, and Care.About the opportunity
As AFRM continues to grow, this is an ideal time to join a well-established organisation with a reputation for success. This role provides a clear pathway to becoming a qualified Financial Risk Adviser, with full support in learning, mentoring, and study assistance.
We are looking for career-minded individuals interested in transitioning to the Advice industry. This role is a pathway to becoming a qualified Financial Risk Adviser with full support in learning, mentoring and study assistance. As a pivotal learning and support role you will report directly to the Managing Director, initially learning everything from the ground up in a hybrid role of Adviser support as well as Paraplanning, with a large focus on external communication with clients, referrers and insurers as well as internal staff.
A brief snapshot of the role will involve:
Gathering and coordinating client information, including all key documentation such as Statements of Advice Researching client data and formulating draft strategies Preparing and attending client meetings, contributing to strategies and analysis to support the Advisers Maintaining client database and insurance quoting systems Managing claims for clients, liaising with insurers to ensure the best outcomes. Taking enquiries from Accountants & Financial Planners About the benefits
This role offers a long-term career path, complete with comprehensive training and ongoing professional development. In addition to strong earning potential, AFRM provides employees with income protection insurance—a highly valued benefit.
About you
Ideally you will have:
Tertiary qualifications in Business, Financial Services, Commerce, Health or other relevant business discipline. Client facing skills gained from a variety of experience (sales, consulting, relationship management, case management or health environment). A self-development orientation and passion for learning. A willingness to undertake commit to further study including a Graduate Diploma of Financial Planning and completing a professional year, in order to become a qualified Adviser. An analytical approach and high attention to detail. Experience in working within tight timeframes and meeting deadlines. Curiosity and an inquisitive, helpful nature underpinned by a deep level of compassion and empathy. Strong skills in Microsoft Office Suite. Strong written and verbal communication skills and a well-presented demeanour. If you're looking to grow within a supportive and dynamic team, this is the perfect opportunity to develop your career in risk advice.
How to apply To access a copy of the Success Profile Pack, including a detailed position description, please visit the peoplefusion website: peoplefusion.com.au/job/advice-associate-1To learn more please contact Olivia Evans on 4927 2025 for a confidential discussion or contact ****** for more information.Alternatively, click "Apply" to submit your introductory letter and CV.
At peoplefusion we don't just accept diversity and inclusion —we celebrate it! We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application, please don't hesitate to contact us.
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