Our client is a well-established boutique financial planning practice with a strong reputation for delivering personalised advice and building long-term client relationships. With a highly qualified team and a collaborative culture, the business provides holistic financial advice across retirement planning, wealth creation, superannuation, personal insurance and lending.
An exciting opportunity is now available for an experienced Risk Insurance Adviser to join the team and take ownership of an established insurance client base. This role offers the prospect to step into a well-supported environment, manage existing clients and grow the insurance offering within an expanding advice business.
You will be joining a supportive and close-knit team that values culture, professional development and delivering quality client outcomes.
Take ownership of an established risk insurance client base
Opportunity to build and grow the insurance advice offering
Work within a highly regarded boutique financial planning firm
Access strong referral opportunities through existing client relationships and professional networks
Join a collaborative team with experienced advisers and strong support resources
Benefit from up-to-date systems, processes and administrative support
Enjoy ongoing technical training and professional development opportunities
Attractive remuneration package including performance-based incentives
Our client is a well-established boutique financial planning practice with a strong reputation for delivering personalised advice and building long-term client relationships. With a highly qualified team and a collaborative culture, the business provides holistic financial advice across retirement planning, wealth creation, superannuation, personal insurance and lending.
An exciting opportunity is now available for an experienced Risk Insurance Adviser to join the team and take ownership of an established insurance client base.



This role offers the opportunity to step into a well-supported environment, manage existing clients and grow the insurance offering within an expanding advice business.
You will be joining a supportive and close-knit team that values culture, professional development and delivering quality client outcomes.
Benefits
Take ownership of an established risk insurance client base
Opportunity to build and grow the insurance advice offering
Work within a highly regarded boutique financial planning firm
Access strong referral opportunities through existing client relationships and professional networks
Join a collaborative team with experienced advisers and strong support resources
Benefit from modern systems, processes and administrative support
Enjoy ongoing technical training and professional development opportunities
Attractive remuneration package including performance-based incentives
Tasks and responsibilities
Conduct insurance reviews and identify opportunities to improve client outcomes
Provide personal risk advice across Life, TPD, Trauma and Income Protection products
Develop and implement tailored insurance strategies for clients
Build strong relationships with existing clients and referral partners
Generate new business opportunities and grow the insurance offering
Work collaboratively with financial advisers and support staff
Maintain accurate records and ensure compliance with advice standards
About you
Experienced Risk Insurance Adviser or financial advice professional with personal risk advice experience
Strong technical knowledge across Life, TPD, Trauma and Income Protection insurance
Excellent client relationship and communication skills
Proactive, growth-focused and motivated to develop an advice offering
Comfortable working autonomously while contributing to a team environment
Strong attention to detail and commitment to quality client outcomes
Relevant qualifications to provide personal risk advice
Experience using Xplan will be highly regarded
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📌 Financial Adviser (Brisbane)
🏢 Bentley Recruitment
📍 Brisbane