The BusinessOur client is one of Australia's largest privately-owned and operated financial services firms nationally.
Their NSW office is growing rapidly, and a new Risk Advice team is being built alongside an established Private Wealth offering.The OpportunityThe firm is looking for a highly capable Risk/Insurance Adviser to join the recent Risk Advice team in Sydney.
You will work closely with existing Wealth Advisers to service existing clients, while also leveraging external relationships to attract new clients.The calibre of clients includes HNW-UHNW individuals, high-earning professionals, and family groups.
In a firm with multiple award-winning Advisers, this is an unparalleled opportunity build and shape a new service line.The RoleUnderstanding clients' immediate needs,



long term objectives and level of comfort with riskConduct meetings/reviews with all clients and develop/adjust the overall investment strategyProvide quality and trusted financial adviceInvestigate alternative strategies and recommendations and continue to strengthen the relationship with the clientsEnsuring accuracy and compliance of client files and advice documentationAssist providing guidance and technical direction to paraplanners and implementation staffAbout YouUp-to-date FASEA approved qualificationsStrong understanding and experience with Insurance and Risk AdviceConfident in building referral relationships internally and externallyStrong, effective spoken and written communicationComfortable working with HNW, and high-earning professional clients
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📌 Financial Adviser (Risk/Insurance) (Sydney)
🏢 Godfrey Group Recruitment
📍 Sydney