Financial Adviser
- Join a well-established boutique financial planning practice
- Manage an established risk insurance client base
- Provide personal risk advice and develop tailored strategies
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
How to apply:
If you're interested please apply via this ad or send your CV to Rohan Dooley at rohan@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call Rohan on 07 3229 8020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
Please note only successful candidates will be contacted.
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