15 Aug
|
Vivere Recruitment Group
|
Sydney
15 Aug
Vivere Recruitment Group
Sydney
14th July, 2026
The Role
An opportunity has arisen for an enthusiastic, risk focused financial adviser.
You will focus your time on servicing a strong book of loyal clients, with an opportunity to grow the book and leverage from a very solid brand. Using all the provided resources of the business you can also benefit from the back-office support.
You will require a deep understanding of life insurance products such as life cover, total and permanent disability, trauma and income protection and business strategies such as key person, overheads and buy/sell arrangements.
Key accountabilities:
- Conduct in-depth reviews of clients’ financial circumstances, current situation and future needs particularly in relation to their personal, business or superannuation-based risk insurance requirements.
- Prepare written advice, in conjunction with paraplanners, best suited to the individual clients’ requirements.
- Ensure seamless implementation of advice with insurers.
- Conduct market research to keep up to date with relevant products and legislation.
- Respond to client queries as required to maintain high levels of client care.
Skills & Experience
As the ideal candidate for this role, you will have:
- Tertiary qualification and PY completed
- 3+ years' experience in providing advice ideally focusing on insurance
If this sounds like you, please apply via the link below
📌 Risk Adviser - Boutique - North Sydney
🏢 Vivere Recruitment Group
📍 Sydney