The Opportunity:
An exciting opportunity exists for an experienced Risk Adviser to join a growing boutique financial advice practice with a strong client focus and personalised approach. The role offers the opportunity to manage an established book with strong referral opportunities from existing advisers, mortgage brokers and accountants.
This position is suited to an adviser with 2+ years’ experience who wants to specialise in risk advice while having the opportunity to grow their career, develop their own client base and potentially earn equity in the risk side of the business.
Benefits:
- Existing risk client book with strong lead flow and referral opportunities
- Opportunity for equity in the business for the right candidate
- Versatile hybrid working arrangements and locations across southern Gold Coast and other interstate locations
- Join a collaborative boutique firm with strong growth plans and career development opportunities
Duties and Responsibilities:
- Manage and service an established portfolio of risk insurance clients
- Provide quality personal insurance advice and deliver strong client outcomes
- Build relationships with clients and referral partners to generate new opportunities
- Work collaboratively with advisers, mortgage brokers and accountants across the business
About You:
- Minimum 2 years’ experience as a Financial Adviser
- Strong experience providing risk/personal insurance advice
- Open to risk-only or holistic advisers wanting to specialise in risk
- Client-focused, down-to-earth and collaborative approach
- Confident communicator with the ability to build relationships and generate business
How to apply:
If you're interested please send your CV to Rohan Dooley at
If you would like to discuss this or other opportunities, please call Rohan on .
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Only shortlisted candidates will be contacted.