Integrate Recruitment is seeking an experienced Financial Adviser specialising in life risk to manage an established portfolio of clients headed by a dedicated advice pod.
You will deliver structured annual reviews, assess existing cover, provide replacement advice where needed and guide clients through underwriting and claims with transparent, compliant documentation. You’ll work with paraplanners to enhance efficiency and maintain a robust compliance standard.
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📌 Life Risk Adviser: Established Portfolio & Support Sydney
🏢 Integrate Recruitment
📍 Sydney
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