Financial Adviser

Bentley Recruitment; Brisbane; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Professional development

Admin support

Incentives

Job summary

Bentley Recruitment is assisting a boutique financial planning practice in Brisbane to recruit an experienced Risk Insurance Adviser. You will own an established client base, deliver personal risk advice and build the insurance offering within a growth-focused team.

Join a collaborative firm with strong support resources, ongoing training and a remuneration package that rewards performance. Experience with Life, TPD, Trauma and Income Protection is essential, along with autonomous work and

Qualifications

• Experience as Risk Insurance Adviser or personal risk advice professional.
• Strong knowledge across Life, TPD, Trauma and Income Protection.
• Excellent client relationships and communication skills.
• Proactive, growth-focused and motivated to develop an advice offering.

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.

Skills

Client relationships

Communication skills

Life Insurance

TPD

Trauma

Income Protection

Education

Personal risk advice qualifications

Tools

XPLAN

Job description

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.

• 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

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