Job Description
Financial Adviser – Insurance Specialist
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The Opportunity
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An established and growing wealth management firm is seeking a Financial Adviser to specialise in personal insurance and risk advice.
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You'll work with an established client base, providing tailored insurance strategies and helping clients protect their wealth, income and families. There is no requirement to bring an existing book of clients.
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The business is open to both experienced insurance-focused Advisers and holistic Financial Advisers who have a genuine interest in developing their career within risk and insurance advice.
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Key Responsibilities
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Provide high-quality personal insurance and risk advice.
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Develop tailored strategies across life, TPD, income protection and trauma insurance.
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Conduct client meetings and manage relationships throughout the advice process.
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Review existing insurance arrangements and identify opportunities to improve client outcomes.
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Work closely with the broader advice and support teams to deliver holistic client solutions.
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Maintain high standards of advice documentation, compliance and client service.
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About You
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Experience as a Financial Adviser, ideally with exposure to personal insurance/risk advice.
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Relevant qualifications and ability to provide financial advice in Australia.
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Strong client relationship and communication skills.
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Good understanding of insurance strategies and the advice process.
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Genuine interest in specialising or further developing your expertise within insurance advice.
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Client-focused, skilled and comfortable working within a collaborative advice environment.
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What's on Offer
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Opportunity to specialise and build a career within insurance advice.
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Strong internal support and experienced advice team.
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Exposure to a broad range of client circumstances and advice needs.
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Long-term career progression within a growing wealth management business.
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