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 new 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 excellent 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-18808-Ljbffr

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