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, qualified 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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