Join an Established Advice Business and Inherit a Significant Insurance Client Base
HKS Financial Planning is a growing boutique financial planning firm 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 our insurance advice division.
This is a rare opportunity to step into an established client base with immediate scale, recurring revenue and strong internal referral opportunities. Unlike many insurance adviser roles where you're expected to build a client book from scratch, you'll inherit an existing portfolio and work within a collaborative, highly respected advice business.
What's on Offer?
Approximately
400 existing insurance clients
Established recurring revenue book of approximately
$480,000
Strong pipeline of referrals from our financial planning team
Dedicated administration and paraplanning support
Modern systems, processes and technology
Flexible working arrangements available
Genuine opportunity to lead and grow the insurance advice function
Competitive salary plus performance incentives
The Role
As the dedicated Risk Insurance Adviser, you will be responsible for managing and growing our existing insurance client base while delivering high-quality advice and exceptional client service.
Your responsibilities will include:
Conducting insurance reviews for existing clients
Developing and implementing personal insurance strategies
Advising on Life, TPD, Trauma and Income Protection insurance
Building and strengthening long-term client relationships
Proactively identifying opportunities to improve client outcomesGenerating referrals and recent business opportunities
Growing and retaining the existing insurance portfolio
Working closely with financial planners and support staff
Maintaining high compliance and professional standards
This role offers significant autonomy while providing access to the support,



resources and reputation of an established financial planning business.
About You
We're open to speaking with experienced Risk Advisers as well as advice professionals ready to take the next step in their career.
To be successful, you'll ideally have:
Experience providing personal risk insurance advice
Strong relationship management and communication skills
A client-focused and solutions-oriented approach
A proactive mindset with a desire to grow a business
Strong organisational and time management skills
The ability to work independently and collaboratively
Relevant qualifications to provide personal risk insurance advice
Experience using Xplan (highly regarded)
What You'll Receive
At HKS, we believe great advisers deserve a quality platform to succeed.
You'll benefit from:
An established, revenue-generating client book from day one
Ongoing professional development and mentoring
Strong operational and administrative support
Access to high-quality referral opportunities
Modern technology and efficient advice processes
A supportive and collaborative culture
Long-term career progression opportunities
Remuneration
We offer an attractive package designed to reward both client outcomes and business growth, including:
Performance-based bonus structure
Incentives linked to:
Growth of the existing insurance portfolio
New business generation
Salary and incentive arrangements will be tailored to experience and capability.
About HKS Financial Planning
Based in Stones Corner, Brisbane, HKS Financial Planning has built a strong reputation for delivering high-quality, client-focused financial advice. Our team is committed to creating long-term relationships and helping clients achieve better financial outcomes.
As our dedicated Risk Insurance Adviser, you'll have the opportunity to take ownership of a substantial existing client base while helping shape the future growth of our insurance offering.
If you're looking for a role that combines an established book, quality clients, referral opportunities and the freedom to grow something meaningful, we'd love to hear from you.
#J-*****-Ljbffr

📌 Risk Specialist (Queensland)
🏢 HKS Financial Planning
📍 Queensland