Job Description
Join an Established Advice Business and Inherit a Significant Insurance Client Base
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HKS Financial Planning is a growing boutique financial planning firm specialising in retirement planning, wealth creation, superannuation, personal insurance and lending advice.
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As part of our continued growth, we are seeking an experienced Risk Insurance Adviser to establish and lead our insurance advice division.
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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.
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What's on Offer?
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Approximately 400 existing insurance clients
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Established recurring revenue book of approximately $480,000
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Strong pipeline of referrals from our financial planning team
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Dedicated administration and paraplanning support
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Modern systems, processes and technology
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Flexible working arrangements available
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Genuine opportunity to lead and grow the insurance advice function
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Competitive salary plus performance incentives
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The Role
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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.
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Your responsibilities will include:
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Conducting insurance reviews for existing clients
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Developing and implementing personal insurance strategies
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Advising on Life,



TPD, Trauma and Income Protection insurance
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Building and strengthening long-term client relationships
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Proactively identifying opportunities to improve client outcomesGenerating referrals and recent business opportunities
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Growing and retaining the existing insurance portfolio
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Working closely with financial planners and support staff
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Maintaining high compliance and professional standards
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This role offers significant autonomy while providing access to the support, resources and reputation of an established financial planning business.
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About You
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We're open to speaking with experienced Risk Advisers as well as advice professionals ready to take the next step in their career.
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To be successful, you'll ideally have:
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Experience providing personal risk insurance advice
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Strong relationship management and communication skills
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A client-focused and solutions-oriented approach
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A proactive mindset with a desire to grow a business
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Strong organisational and time management skills
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The ability to work independently and collaboratively
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Relevant qualifications to provide personal risk insurance advice
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Experience using Xplan (highly regarded)
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What You'll Receive
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At HKS, we believe great advisers deserve a quality platform to succeed.
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You'll benefit from:
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An established, revenue-generating client book from day one
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Ongoing professional development and mentoring
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Strong operational and administrative support
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Access to high-quality referral opportunities
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Modern technology and efficient advice processes
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A supportive and collaborative culture
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Long-term career progression opportunities
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Remuneration
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We offer an attractive package designed to reward both client outcomes and business growth, including:
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Performance-based bonus structure
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Incentives linked to:
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Growth of the existing insurance portfolio
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New business generation
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Salary and incentive arrangements will be tailored to experience and capability.
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About HKS Financial Planning
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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.
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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.
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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.

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