Financial Adviser (Risk/Insurance)

• New service line in a multiple award-winning boutique firm
• Focus on client relationships, with well-resourced support and administration
• Privately owned large Financial Advisory firm

The Business

Our 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 Opportunity

The firm is looking for a highly capable Risk/Insurance Adviser to join the new 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 Role

• Understanding clients’ immediate needs, long term objectives and level of comfort with risk
• Conduct meetings/reviews with all clients and develop/adjust the overall investment strategy
• Provide quality and trusted financial advice
• Investigate alternative strategies and recommendations and continue to strengthen the relationship with the clients
• Ensuring accuracy and compliance of client files and advice documentation
• Assist providing guidance and technical direction to paraplanners and implementation staff

About You

• Up-to-date FASEA approved qualifications
• Strong understanding and experience with Insurance and Risk Advice
• Confident in building referral relationships internally and externally
• Strong, effective spoken and written communication
• Comfortable working with HNW, and high-earning professional clients