About the company:

Our client is a professional services firm offering accounting, financial planning and insurance services to a book of long standing clients. They are situated in Fortitude Valley in modern, spacious offices.

There is an exciting opportunity for an experienced risk adviser to join the team and manage a large book of existing insurance clients.

Benefits:

Existing book of risk clients ready to manage
Room for career progression and growth
Internal referral sources
Work alongside senior financial advisers
Social and interactive team culture
Ability to take on a leadership role in the risk team

The role:

Manage a book of existing risk clients
Engage with clients and build rapport
Provide tailored personal insurance advice recommendations
Drive growth - identify new business leads within the existing book
Develop referral relationships with internal teams and external business partners
Meet and onboard new risk clients
Be proactive and complete your own business development

About you:

3+ years of experience as an authorised financial adviser - open to holistic advisers with strong risk experience, or risk specialist advisers
Completed FASEA required studies and exam
Strong knowledge of insurance advice and passionate about a specialist role in this area
Strong understanding of different insurance products and providers
Self-sufficient and able to manage a book of clients
Client focused
Proactive with a growth mindset
Experienced onboarding new business and growing a client base
Xplan experience

Salary is flexible and negotiable depending on experience.

How to apply:

If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs

Financial Adviser - Risk