Company Overview

We 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, strong collaboration and promotes a supportive working environment.

Role Overview

In 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.

Responsibilities
Providing quality personal risk advice to recent and existing clients
Conducting client meetings and identifying protection needs
Developing and presenting tailored risk strategies
Managing the advice and implementation process
Building strong, long-term relationships with clients
Working collaboratively with Financial Advisers, Paraplanners and the broader support team




Maintaining high standards of compliance and documentation

Skills & Experience
Several years of experience providing personal risk advice
FASEA education requirements completed
Solid technical knowledge across life, TPD, income protection and trauma insurance
Excellent communication and relationship management skills
A client-focused approach and robust attention to detail
The ability to manage your own client relationships and advice process
Relevant financial planning qualifications and industry experience

Click on the ‘ APPLY’ button or contact Shauna at [email protected]

We 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.

📌 Risk Adviser Haymarket
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