Senior Risk & Insurance Adviser for HNW Clients (Sydney)

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

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.