Financial Adviser | Life Risk
Established Client Portfolio | Dedicated Support | Risk-Only Advice
For experienced Risk Advisers who genuinely enjoy life insurance advice and want to remain specialists in the space, this is an chance to do exactly that.
Our client is a specialist life insurance business focused purely on risk advice.
With an extensive existing client portfolio, experienced leadership team and significant investment in technology and Adviser support, the business has built a model designed to allow Advisers to focus on clients and quality advice.
Unlike many Adviser roles,you won't be expected to build your client base from cold contacts.You'll step into an established portfolio of clients who already have cover in place, taking responsibility for their ongoing advice, annual reviews and changing insurance needs.
The Role
Working as part of a dedicated advice pod, you'll manage ongoing relationships with an established portfolio of life insurance clients.
Your role will include:
Conducting structured annual client reviews
Reviewing existing cover and identifying where further advice is required
Providing replacement advice where appropriate
Supporting clients throughout underwriting
Assisting clients through the claims process
Clearly documenting advice and the reasoning behind recommendations
Building strong, long-term relationships with existing clients
Delivering high-quality, compliant life risk advice
You'll work alongside a dedicatedParaplanner and Client Engagement Specialist, who will assist with meeting coordination, file preparation and document drafting, giving you greater capacity to focus on advice and client relationships.




There is also a new business component to the position, with further detail provided during the interview process.
About You
This opportunity would suit an Adviser who has built their career in life risk andwants to continue specialising in it, rather than feeling they need to move into holistic financial advice to progress.
You will ideally bring:
Strong experience providing retail life risk advice
Experience across underwriting and claims
Registration on the ASIC Financial Advisers Register, or eligibility to be registered
Completion of the required education standards, Financial Adviser Exam and Professional Year
Strong knowledge of compliant advice processes and documentation
The ability to explain cover, premiums and trade-offs clearly to clients
Confidence managing established, long-term client relationships
A clean compliance record
Why Consider This Opportunity?
This is a little different from the traditional Adviser model.
You'll have anestablished portfolio of clients, dedicated paraplanning and client engagement support, and access to technology and AI tools designed to reduce Adviser administration.
Most importantly, this is a business wherelife risk is the specialisation, not an add-on to holistic advice.
The package includes a competitive salary plus incentives based on experience, with continued professional development and the opportunity to work alongside experienced risk professionals who place a strong emphasis on technical quality.
If you're an experienced Risk Adviser who enjoys the technical and relationship side of life insurance advice and wants to remain a specialist in the space, we'd love to hear from you.
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📌 Financial Adviser | Life Risk (New South Wales)
🏢 Integrate Recruitment
📍 New South Wales