Financial Adviser (Risk/Insurance)

Godfrey Group Recruitment; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Godfrey Group Recruitment represents a leading Australian financial services firm seeking a skilled Risk/Insurance Adviser for their Sydney Risk Advice team. You will collaborate with Wealth Advisers to service existing clients and attract new ones through external referrals.

The role targets high-net-worth and high-earning professionals, offering the opportunity to shape a new service line within an award-winning practice.

Qualifications

• FASEA approved financial planning qualifications.
• Strong knowledge of risk and insurance advice.
• Confident in building referral relationships internally and externally.
• Excellent spoken and written communication.
• Comfortable working with high-net-worth clients.

Responsibilities

• Understand clients’ needs, objectives and risk tolerance.
• Conduct meetings/reviews and adjust investment/insurance strategy.
• Provide quality financial advice to clients.
• Investigate strategies and strengthen client relationships.
• Ensure accuracy and compliance of client files and advice documents.
• Guide paraplanners and implementation staff.

Skills

Insurance & Risk

Client relationships

Communication

Education

FASEA approved qualifications

Job description

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