AddressAn excellent opportunity has become available with our client who is a mid tier firm with a national presence.
Due to growth our client is looking for an experienced Senior Risk Financial Adviser to join their close knit team.
Benefits:
- Inherit a book of existing HNW risk clients
- Strong referral system in place - receive warm client leads
- Be able to write new business from existing referrals to continue to grow your book
- Flexible working arrangements and Work From Home policy
- Regular social events and functions
- Sydney CBD Office
- Excellent salary package + Bonus + Employee Benefits
The role as a Risk Financial Adviser :
- Develop strong relationships with an existing book of HNW clients and continue to service them with tailored risk advice
- Work closely with referral sources to introduce new clients to the business
- Work as part of a collaborative team of advisers, paraplanners and CSO's to provide an excellent client experience
- Maintain regular contact with clients to manage their personal insurance needs and review their plans/recommendations where necessary
About you as a Risk Financial Adviser
- Minimum 5+ years experience in an risk focused advice role
- Completed FASEA approved studies
- Passionate about risk advice and happy to focus purely on this
- Xplan experience
- Strong knowledge of different insurance products, writing insurance and claims process
- Great team player
Salary is flexible depending on experience and qualifications, up to $180,000 plus super + Significant Bonus
If you would like to discuss this or other opportunities, please call James on 0451 831 ***.
