Build your advice career around clients, relationships and opportunity.

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

This is a great opportunity for an adviser who has built a strong technical foundation and is ready to take the next step - managing an established client portfolio, building professional relationships and developing new business within a well-established Private Wealth environment.

The role is genuinely client-facing. You will spend your time meeting clients, providing quality advice, working alongside Private Wealth advisers and developing relationships across Elston’s Pro Partner network.

With dedicated client service, administration and centralised paraplanning support around you, you will have the capacity to focus on where you can add the most value - advice, clients and relationships.

About the role

- Build trusted, long-term relationships with clients and provide specialist advice across life, TPD, trauma and income protection.
- Manage and develop an established Wealth Protection client portfolio, including reviews, retention and recent advice opportunities.
- Meet with clients to understand what is important to them and develop appropriate protection strategies.
- Work alongside Elston Private Wealth advisers to provide coordinated advice and identify opportunities to support their clients.
- Develop relationships with assigned Pro Partners and professional referral relationships through regular meetings, engagement and follow-up.
- Convert appropriate internal and professional partner referrals into quality new business.
- Lead client advice discussions and insurance strategies, with paraplanning and administration support throughout the advice process.
- Work closely with insurers and underwriters to progress applications and achieve quality client outcomes.
- Support clients through claims and significant life events in conjunction with our Claims and Client Service team.
- Continue developing your technical capability through exposure to a broad range of clients, advisers,



insurers and professional partners.

Focus on advice, not administration

We want our advisers spending their time with clients and building relationships.

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

This gives you more time to focus on:

- meeting and advising clients;
- proactively reviewing an established client book;
- developing relationships with Private Wealth advisers;
- progressing new opportunities;
- developing your technical expertise; and
- growing your own capability and commercial experience.

You remain responsible for your advice and client outcomes, but you will have an experienced support structure around you to help deliver them.

About you

You are a motivated adviser who enjoys working with people, takes ownership and wants to continue building your career.

You may already be an established insurance adviser, or you may have spent the first few years of your career developing strong technical, paraplanning or administration capability before moving into advice.

What matters most is that you bring energy, curiosity and a genuine desire to build relationships and grow.

Ideally, you will have:

- Several years’ experience within the financial advice industry, including experience as an authorised adviser.
- Experience providing personal risk insurance advice across life, TPD, trauma and income protection.
- Strong technical foundations across advice strategy, research, fact finding and advice documentation.
- An understanding of underwriting, implementation, policy reviews and client servicing.
- Confidence engaging with clients and explaining advice clearly.




- A genuine interest in developing relationships with accountants, Private Wealth advisers and other professional partners.
- A proactive, organised approach and willingness to follow opportunities through.
- Strong professional judgement and a commitment to quality, compliant advice.
- Experience with Xplan or a similar advice and client relationship management platform.
- Exposure to business insurance, key person cover, group insurance, superannuation or broader wealth advice will be highly regarded but is not essential.

Qualifications and professional standing

You will need to:

- Have completed the FASEA Exam and hold a Bachelor’s Degree in Financial Planning, or a comparable recognised qualification.
- Meet the applicable professional standards requirements to provide personal financial advice.
- Be eligible to be authorised under Elston’s AFSL for the required advice areas.
- Maintain a professional conduct and compliance record appropriate to an adviser position.

Why Elston?

This is an opportunity to develop your career within an established Private Wealth business where Wealth Protection is an important part of the broader client proposition.

You will have:

- access to internal referrals from experienced Private Wealth advisers;
- established Pro Partner and professional referral relationships;
- dedicated centralised paraplanning, administration and client service support;
- the opportunity to develop your own qualified partner relationships;
- exposure to a broad range of client circumstances and insurance strategies;
- the opportunity to work alongside experienced Private Wealth professionals;
- access to industry, insurer and product provider education and technical development; and
- room to grow your technical, relationship and commercial capability as your career develops.

If you are an adviser with strong foundations, plenty of energy and the ambition to build a successful career around clients and relationships, we would love to hear from you.

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📌 Wealth Protection Adviser (Risk/Insurance) (Brisbane)
🏢 Elston
📍 Brisbane