Financial Adviser (Risk/Insurance)

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

Job summary

Our client, a leading Australian financial services firm, is expanding its Risk Advice capability in Sydney. The new Risk Advice team will work with Wealth Advisers to service existing clients and attract new business.

The role focuses on understanding risk, conducting reviews, and delivering tailored investment strategies for high-net-worth individuals and families. This is a unique opportunity to shape a growing service line within a premier private wealth offering.

Qualifications

• Understand clients' risk and investment objectives.
• Prepare and present investment strategies aligned with client goals.
• Ensure compliance and accurate client documentation.

Responsibilities

• Meet with clients to assess risk and objectives.
• Develop and adjust investment strategy.
• Provide quality financial advice.
• Strengthen client relationships and referrals.
• Guide paraplanners and implementation staff.
• Maintain accurate client files and compliance.

Skills

Client relationship building

Verbal communication

Written communication

Insurance risk guidance

Education

FASEA approved qualifications

Job description

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