Job Description

International Search Partners – Sydney NSW

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Our client is a highly successful Financial Services company with a strong commitment to delivering high-quality service and tailored advice to clients. With a National presence, they are seeking to appoint an experienced Wealth Protection Adviser or Financial Adviser to provide comprehensive insurance advice to new and existing clients.

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As Risk Adviser, you will manage a high-quality client portfolio ensuring existing insurance premiums are current whilst meeting with new clients to provide tailored risk advice for personal use.

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With an extensive APL along with administrative and paraplanning support, this opportunity allows you to focus on client relationships, retention and growth.

Your key responsibilities will include: n

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- Manage an existing client portfolio ensuring client retention and portfolio growth.
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- Complete ongoing client reviews as per clients' requirements.
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- Provide comprehensive insurance advice across Life, TPD, Trauma.
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- Build and maintain robust relationships with internal and external stakeholders including BDM's/Product Providers and Underwriters to ensure the best outcome is achieved for the client.
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- Maintain up-to-date technical knowledge through ongoing professional development and compliance with continuing education requirements.
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We are seeking an experienced Risk Adviser or Financial Adviser who is passionate about risk advice and ensuring the client has the appropriate cover.

In addition, you will have: n

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- Experience as a Financial Planner or Risk Adviser able to be registered as an AR.
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- Completion of a relevant Tertiary qualification ideally.
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- Strong technical knowledge across Risk Insurance
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- Ability to manage and grow an existing client portfolio.
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- Excellent communication with demonstrated experience in managing personal and professional relationships with clients.
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- Able to deliver desired outcomes.
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- Experience working with multiple insurance providers and Underwriters.
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Remuneration is competitive and dependent upon experience plus bonus. The work environment offers flexibility and autonomy with hybrid work arrangement available. This position can be located in Brisbane or Sydney.

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📌 Wealth Protection Adviser - Risk Advice (Sydney)
🏢 International Search Partners
📍 Sydney