Job Description
HKS Financial Planning is a boutique financial planning practice specialising in retirement planning, wealth creation, superannuation, personal insurance and lending advice.
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As part of our continued growth, we are seeking an experienced Risk Insurance Adviser to establish and lead the insurance advice offering within the business.
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This is a unique opportunity for an adviser looking to step into a well-established client base while retaining the ability to build and grow their own business within a supportive and highly regarded financial planning firm.
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Unlike many risk advisory roles, you won't be starting from scratch.
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You will inherit:
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Approximately 378 existing risk insurance clients
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Modern systems and processes
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A collaborative team environment focused on delivering outstanding client outcomes
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The Opportunity
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As our dedicated Risk Insurance Adviser, you will be responsible for:
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Conducting insurance reviews for existing clients
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Developing and implementing personal insurance strategies
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Advising on Life, TPD, Trauma and Income Protection insurance
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Building strong relationships with existing clients
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Identifying opportunities to improve client outcomes through proactive reviews
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Generating referrals and new client opportunities
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Growing and maintaining the existing insurance book
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Working closely with our financial planners and support team
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Maintaining high compliance and professional standards
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This role offers significant autonomy whilst still benefiting from the support and resources of an established advice business.
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What We Offer
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Established client book with recurring revenue
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Strong administrative support
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Contemporary technology and systems
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Collaborative team culture
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High-quality referral opportunities
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Professional development and ongoing support
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Long-term career growth opportunities
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Remuneration
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Attractive base salary
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Performance-based bonus structure
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Incentives focused on:
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o Growth of the existing client base
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o New business generation
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Expected remuneration will be aligned to experience and capability.
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About You
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You may be an experienced Risk Adviser looking for a stronger platform to grow from, or an Advice Professional seeking the opportunity to take ownership of an established insurance client base.
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Ideally you will have:
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Experience providing personal risk insurance advice
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A proactive and growth-focused mindset
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Solid attention to detail
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The ability to work autonomously whilst contributing to a team environment
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A commitment to delivering exceptional client outcomes
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Relevant qualifications to provide personal risk advice
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Experience using Xplan will be highly regarded.
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Location & Flexibility
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This position is based from our Stones Corner office in Brisbane.
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Our preference is for a full-time adviser, however we are open to discussing flexible working arrangements and part-time hours for the right candidate.
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Why Join HKS?
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This is a rare opportunity to walk into an established insurance book with immediate scale while still having the freedom to build something bigger.
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If you're looking for a role where you can focus on delivering quality advice, build long-term client relationships, and be rewarded for growth, we'd love to hear from you.
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