Company OverviewWe are working with a highly regarded organisation in Sydney that is looking to add an experienced Risk Adviser to their team.
This business offers career progression, solid collaboration and promotes a supportive working environment.Role OverviewIn this role, you will work with an established client base, providing tailored personal risk advice across life, TPD, income protection and trauma insurance.
You will be responsible for managing the advice process from initial client conversations through to implementation, while working closely with the broader advice team to deliver a high level of client service.ResponsibilitiesProviding quality personal risk advice to new and existing clientsConducting client meetings and identifying protection needsDeveloping and presenting tailored risk strategiesManaging the advice and implementation processBuilding strong, long-term relationships with clientsWorking collaboratively with Financial Advisers,



Paraplanners and the broader support teamMaintaining high standards of compliance and documentationSkills & ExperienceSeveral years of experience providing personal risk adviceFASEA education requirements completedStrong technical knowledge across life, TPD, income protection and trauma insuranceExcellent communication and relationship management skillsA client-focused approach and strong attention to detailThe ability to manage your own client relationships and advice processRelevant financial planning qualifications and industry experienceWe are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients.
We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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📌 Financial Planning (New South Wales)
🏢 FAAA Board, Financial Advice Association of Australia
📍 New South Wales