Job Details
  • Reference392829E_1674126885
  • LocationNew South Wales
  • SalaryAU$120000 - AU$180000 per annum
  • Job TypeFull Time
  • Posted18 days ago
  • ConsultantAnson Lam
An excellent opportunity has arisen for an experienced Insurance Adviser to join a leading practice. This position will be to service current clients with insurance only advice and will mainly be dealing with an affluent client base. You will have dedicated support staff; Admin + Senior Paraplanner to support you.

This role is a rare opportunity to work alongside a strong back office team along with great turn around times. The firm's model is set up to provide support to the financial adviser allowing you to focus on speaking with clients and the back office staff completing your administration.

The Role:
  • Build and maintain relationships with affluent client base
  • Act in customer's best interest and fully understand customers' needs
  • Service insurance clients across TPD, Life insurance, business, IP, etc
  • Provide quality advice for clients on complex decisions they need to make regarding their insurance needs
  • Comply with legislative and regulatory frameworks
  • Work closely with staff for performance management, development and succession planning

You Will Need:
  • Must have 5+ years experience in Risk Advice
  • Meet FASEA education requirements
  • Highest level of ethics and positive compliance checks
  • Strong client centric approach
Please email your updated resume to apply for this role.