Professional Year Adviser (Melbourne, AU)

Zurich Insurance
Melbourne
Workplace: HybridFull timeFunction: Administration & Executive AssistanceSkills: ["Customer service","Relationship-building","Communication","Learning","Time management","Attention to detail","Teamwork"]

Join Zurich Assure as a Professional Year Candidate/Provisional Financial Adviser and progress toward becoming a qualified Financial Adviser. You’ll work alongside an authorised adviser to gain hands-on experience across the end-to-end advice process, building technical knowledge, professional behaviours, and customer-focused skills. As you reach Professional Year milestones, responsibilities expand under supervision, supporting your growth while contributing to Zurich Assure’s success.

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Zurich Insurance
Zurich Insurance
1 day ago

Professional Year Adviser (Melbourne, AU)

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Job Summary

Join Zurich Assure as a Professional Year Candidate/Provisional Financial Adviser and progress toward becoming a qualified Financial Adviser. You’ll work alongside an authorised adviser to gain hands-on experience across the end-to-end advice process, building technical knowledge, professional behaviours, and customer-focused skills. As you reach Professional Year milestones, responsibilities expand under supervision, supporting your growth while contributing to Zurich Assure’s success.
Location: Melbourne
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Entry level

Key Responsibilities

  • •Join Zurich Assure as a Professional Year Candidate/Provisional Financial Adviser and progress toward becoming a qualified Financial Adviser.
  • •Work alongside an authorised Zurich Assure Financial Adviser to gain hands-on exposure to the end-to-end advice process.
  • •Build technical knowledge, professional behaviours, and customer-focused skills to deliver quality personal advice.
  • •Grow responsibilities under appropriate supervision as you achieve key Professional Year milestones.
  • •Contribute to Zurich Assure’s ongoing success while operating in a fast-paced team environment.

Pay and Benefits

Perks:Paid LeaveCarer's LeaveParental LeaveWellness Stipend

Key Requirements

  • •Eligibility to commence, or current enrolment in, a Professional Year under the Financial Adviser Standards framework.
  • •An approved qualification that satisfies, or is progressing toward satisfying, financial adviser education requirements.
  • •Genuine passion for building a career as an insurance specialist Financial Adviser.
  • •Strong customer service, relationship-building and communication skills to engage professionally with customers and stakeholders.
  • •Ability to learn proactively, take feedback on board, and apply new knowledge quickly.
Experience:InsuranceFinancial servicesLife insurance
Skills:Customer serviceRelationship-buildingCommunicationLearningTime managementAttention to detailTeamwork

Company Brief

Zurich Insurance
Zurich Insurance Group is a global insurance company offering a wide range of general insurance and life insurance products and services to individuals, small businesses and large corporations across multiple markets worldwide.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Zurich, Switzerland
Founded: 1872
Glassdoor
Glassdoor: 3.7
WebsiteLinkedIn