04 Sep
|
HKS Financial Planning
|
Brisbane
04 Sep
HKS Financial Planning
Brisbane
HKS Financial Planning is a boutique financial planning practice specialising in retirement planning, wealth creation, superannuation, personal insurance and lending advice.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.This is a unique prospect 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.Unlike many risk advisory roles, you won't be starting from scratch.You will inherit:Approximately 378 existing risk insurance clientsModern systems and processesA collaborative team environment focused on delivering outstanding client outcomesThe OpportunityConducting insurance reviews for existing clientsDeveloping and implementing personal insurance strategiesAdvising on Life, TPD, Trauma and Income Protection insuranceBuilding strong relationships with existing clientsIdentifying opportunities to improve client outcomes through proactive reviewsGenerating referrals and new client opportunitiesGrowing and maintaining the existing insurance bookWorking closely with our financial planners and support teamMaintaining high compliance and professional standardsThis role offers significant autonomy whilst still benefiting from the support and resources of an established advice business.What We OfferEstablished client book with recurring revenueStrong administrative supportModern technology and systemsCollaborative team cultureHigh-quality referral opportunitiesProfessional development and ongoing supportLong-term career growth opportunitiesRemunerationAttractive base salaryPerformance-based bonus structureIncentives focused on:Growth of the existing client baseNew business generationExpected remuneration will be aligned to experience and capability.About YouExperience providing personal risk insurance adviceA proactive and growth-focused mindsetStrong attention to detailThe ability to work autonomously whilst contributing to a team environmentA commitment to delivering exceptional client outcomesRelevant qualifications to provide personal risk adviceExperience using Xplan will be highly regarded.Location & FlexibilityThis position is based from our Stones Corner office in Brisbane.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.Why Join HKS?
This is a rare opportunity to walk into an established insurance book with immediate scale while still having the freedom to build something bigger.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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📌 Risk Specialist (Brisbane)
🏢 HKS Financial Planning
📍 Brisbane