Wealth Protection Adviser

HKS Financial Planning Pty; Brisbane; Sur place; AUD 120 000 - 180 000; Plein temps

Avantages offerts par ce poste

Flexible working arrangements

Paraplanning support

Modern systems & processes

Strong referral opportunities

Résumé du poste

HKS Financial Planning, a growing boutique firm in Stones Corner, Brisbane, is seeking an experienced Risk Insurance Adviser to lead our insurance practice. You’ll inherit an established client base and collaborate with our planning team to deliver high‑quality protection advice.

Ideally you have personal risk insurance experience, strong relationship skills, and a proactive mindset to grow the book. You’ll work with Xplan, enjoy flexible arrangements, and benefit from dedicated admin support as

Qualifications

• Experience providing personal risk insurance advice.
• Strong relationship management and communication skills.
• A client-focused and solutions-oriented approach.
• A proactive mindset with a desire to grow a business.
• Ability to work independently and collaboratively.
• Relevant qualifications to provide personal risk insurance advice.
• Experience using Xplan.

Responsabilités

• Conducting insurance reviews for existing clients.
• Developing and implementing personal insurance strategies.
• Advising on Life, TPD, Trauma and Income Protection insurance.
• Building and strengthening long-term client relationships.
• Proactively identifying opportunities to improve client outcomes.
• Generating referrals and new business opportunities.
• Growing and retaining the existing insurance portfolio.
• Working closely with financial planners and support staff.
• Maintaining high compliance and professional standards.

Connaissances

Personal risk insurance advice

Relationship management

Communication skills

Independent & collaborative work

Xplan experience

Formation

Qualifications to provide personal risk insurance advice

Outils

Xplan

Description du poste

HKS Financial Planning is a growing boutique financial planning firm 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 our insurance advice division.

This is a rare opportunity to step into an established client base with immediate scale, recurring revenue and strong internal referral opportunities. Unlike many insurance adviser roles where you're expected to build a client book from scratch, you'll inherit an existing portfolio and work within a collaborative, highly respected advice business.

What's on Offer?

• Approximately 400 existing insurance clients
• Established recurring revenue book of approximately $480,000
• Strong pipeline of referrals from our financial planning team
• Dedicated administration and paraplanning support
• Modern systems, processes and technology
• Flexible working arrangements available
• Genuine opportunity to lead and grow the insurance advice function
• Competitive salary plus performance incentives

The Role

As the dedicated Risk Insurance Adviser, you will be responsible for managing and growing our existing insurance client base while delivering high-quality advice and exceptional client service.

Your responsibilities will include:

• Conducting insurance reviews for existing clients
• Developing and implementing personal insurance strategies
• Advising on Life, TPD, Trauma and Income Protection insurance
• Building and strengthening long‑term client relationships
• Proactively identifying opportunities to improve client outcomes
• Generating referrals and new business opportunities
• Growing and retaining the existing insurance portfolio
• Working closely with financial planners and support staff
• Maintaining high compliance and professional standards

This role offers significant autonomy while providing access to the support, resources and reputation of an established financial planning business.

About You

We're open to speaking with experienced Risk Advisers as well as advice professionals ready to take the next step in their career.

To be successful, you'll ideally have:

• Experience providing personal risk insurance advice
• Strong relationship management and communication skills
• A client-focused and solutions‑oriented approach
• A proactive mindset with a desire to grow a business
• Strong organisational and time management skills
• The ability to work independently and collaboratively
• Relevant qualifications to provide personal risk insurance advice
• Experience using Xplan (highly regarded)

What You'll Receive

At HKS, we believe great advisers deserve a quality platform to succeed.

You’ll benefit from:

• An established, revenue‑generating client book from day one
• Ongoing professional development and mentoring
• Strong operational and administrative support
• Access to high‑quality referral opportunities
• Modern technology and efficient advice processes
• A supportive and collaborative culture
• Long‑term career progression opportunities

Remuneration

We offer an attractive package designed to reward both client outcomes and business growth, including:

• Performance‑based bonus structure
• Incentives linked to:
• Growth of the existing insurance portfolio
• New business generation

Salary and incentive arrangements will be tailored to experience and capability.

About HKS Financial Planning

Based in Stones Corner, Brisbane, HKS Financial Planning has built a strong reputation for delivering high‑quality, client‑focused financial advice. Our team is committed to creating long‑term relationships and helping clients achieve better financial outcomes.

As our dedicated Risk Insurance Adviser, you'll have the opportunity to take ownership of a substantial existing client base while helping shape the future growth of our insurance offering.

If you're looking for a role that combines an established book, quality clients, referral opportunities and the freedom to grow something meaningful, we'd love to hear from you.