Focus on clients. Build relationships. Grow a quality Wealth Protection business.

We are looking for a Wealth Protection Adviser to join our Sydney Private Wealth team.

This is a genuinely client-facing role for an adviser who wants to spend their time where they add the most value - meeting clients, providing quality advice and building strong relationships with Private Wealth advisers and our professional partners.

You will manage an established Wealth Protection client portfolio while developing new business through Elston’s internal referral network and professional partner relationships.

With dedicated client service, administration and centralised paraplanning support around you, the role is designed to allow you to focus on advice, clients and relationship development.

About the role

You will:

- Build trusted, long-term client relationships and provide specialist advice across life, TPD, trauma and income protection.
- Lead the review and retention of an established Wealth Protection client portfolio.
- Spend meaningful time with clients understanding their circumstances and developing appropriate protection strategies.
- Work closely with Elston Private Wealth advisers to deliver coordinated advice and identify opportunities across the broader client base.
- Develop strong relationships with assigned Pro Partners and professional referral relationships through regular engagement and a focus on creating mutual value.
- Convert appropriate internal and professional partner referrals into sustainable new business.
- Lead client strategy, advice discussions and complex insurance matters, supported by centralised paraplanning and administration teams.
- Work with insurers and underwriters to achieve quality client outcomes, particularly on complex matters.
- Support clients through claims and significant life events in conjunction with our Claims and Client Service team.

The support around you

We want our advisers focused on advice,



clients and relationships.

You will be supported by dedicated client service, administration and centralised paraplanning teams across advice preparation, implementation and ongoing administration.

This allows you to spend more of your time:

- reviewing and protecting the existing client book;
- working alongside Private Wealth advisers;
- developing Pro Partner relationships;
- progressing recent opportunities; and
- delivering quality advice.

You remain responsible for the quality of your advice and oversight of client outcomes, while having the support structure around you to deliver them effectively.

About you

You are a personal risk adviser who enjoys working with clients, developing relationships and creating new opportunities.

You will bring:

- Experience providing personal risk insurance advice.
- Excellent client engagement and communication skills.
- Strong technical knowledge across life, TPD, trauma and income protection.
- Experience managing an existing client portfolio and complex insurance matters.
- A demonstrated ability to build professional and referral relationships.
- A commercial mindset and confidence converting opportunities into quality new business.
- A collaborative approach to working with Private Wealth advisers, professional partners and support teams.
- Strong professional judgement and a commitment to high-quality, compliant advice.
- Experience with Xplan or a similar advice platform.

Experience working within an integrated Private Wealth or multidisciplinary professional services environment will be highly regarded.

Why Elston?

You will join an established Private Wealth business where Wealth Protection forms an important part of the broader client proposition.

If you are a Wealth Protection Adviser who is passionate about quality advice, wants to spend more time with clients and professional partners, supported by an established Private Wealth business and strong advice support structure, we would love to hear from you.

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📌 Wealth Protection Adviser (New South Wales)
🏢 Elston
📍 New South Wales