Wealth Protection Adviser

HKS Financial Planning; Brisbane; Presencial; AUD 90.000 - 130.000; Tempo integral

Benefícios oferecidos por esta vaga

Established client book

Flexible working arrangements

Strong admin support

Resumo da vaga

HKS Financial Planning—Brisbane-based boutique firm—seeks an experienced Risk Insurance Adviser to lead the insurance offering. Inherit approximately 370 existing risk insurance clients and a robust support team to grow the book within a collaborative practice.

The role involves reviewing existing policies, crafting personal risk strategies, and delivering compliant, client-focused advice on Life, TPD, Trauma and Income Protection.

Qualificações

• Experience providing personal risk insurance advice.
• Ability to work autonomously while collaborating with a team.
• Strong focus on client outcomes and compliance.
• Experience using Xplan is highly regarded.

Responsabilidades

• Conduct insurance reviews for existing clients.
• Develop and implement personal insurance strategies.
• Advise on Life, TPD, Trauma and Income Protection insurance.
• Build strong relationships with existing clients.
• Identify opportunities to improve client outcomes through proactive reviews.
• Generate referrals and new client opportunities.
• Grow and maintain the existing insurance book.
• Work closely with financial planners and support team.

Conhecimentos

Personal risk insurance

Client relationship management

Business development

Autonomous work style

Ferramentas

Xplan

Descrição da vaga

HKS Financial Planning is a boutique financial planning practice specialising in retirement planning, wealth creation, superannuation, personal insurance and lending advice.

As part of our continued growth, we are seeking an experienced Risk Insurance Adviser to establish and lead the insurance advice offering within the business.

This is a unique opportunity for an adviser looking to step into a well-established client base while retaining the ability to build and grow their own business within a supportive and highly regarded financial planning firm.

Unlike many risk advisory roles, you won't be starting from scratch.

You will inherit:

• Approximately 370 existing risk insurance clients
• Modern systems and processes
• A collaborative team environment focused on delivering outstanding client outcomes

The Opportunity

As our dedicated Risk Insurance Adviser, you will be responsible for:

• Conducting insurance reviews for existing clients
• Developing and implementing personal insurance strategies
• Advising on Life, TPD, Trauma and Income Protection insurance
• Building strong relationships with existing clients
• Identifying opportunities to improve client outcomes through proactive reviews
• Generating referrals and new client opportunities
• Growing and maintaining the existing insurance book
• Working closely with our financial planners and support team
• Maintaining high compliance and professional standards

This role offers significant autonomy whilst still benefiting from the support and resources of an established advice business.

What we Offer

• Established client book with recurring revenue
• Strong administrative support
• Modern technology and systems
• Collaborative team culture
• High-quality referral opportunities
• Professional development and ongoing support
• Long-term career growth opportunities

Remuneration

• Performance-based bonus structure
• Incentives focused on:
• Growth of the existing client base
• New business generation

Expected remuneration will be aligned to experience and capability.

About You

You may be an experienced Risk Adviser looking for a stronger platform to grow from, or an Advice Professional seeking the opportunity to take ownership of an established insurance client base.

Ideally you will have:

• Experience providing personal risk insurance advice
• A proactive and growth-focused mindset
• Strong attention to detail
• The ability to work autonomously whilst contributing to a team environment
• A commitment to delivering exceptional client outcomes
• Experience using Xplan will be highly regarded.

Location and Flexibility

This position is based from our Stones Corner office in Brisbane.

Our preference is for a full-time adviser, however we are open to discussing flexible working arrangements and part-time hours for the right candidate.

Why Join HKS?

This is a rare opportunity to walk into an established insurance book with immediate scale while still having the freedom to build something bigger.

If you're looking for a role where you can focus on delivering quality advice, build long-term client relationships, and be rewarded for growth, we'd love to hear from you.