Description

The Role
An opportunity has arisen for an enthusiastic, risk focused financial adviser.

You will focus your time on servicing a strong book of loyal clients, with an opportunity to grow the book and leverage from a very strong brand. Using all the provided resources of the business you can also benefit from the back-office support.

You will require a deep understanding of life insurance products such as life cover, total and permanent disability, trauma and income protection and business strategies such as key person, overheads and buy/sell arrangements.

Key accountabilities:

• Conduct in-depth reviews of clients’ financial circumstances, current situation and future needs particularly in relation to their personal, business or superannuation-based risk insurance requirements.
• Prepare written advice, in conjunction with paraplanners, best suited to the individual clients’ requirements.
• Ensure seamless implementation of advice with insurers.
• Conduct market research to keep up to date with relevant products and legislation.
• Respond to client queries as required to maintain high levels of client care.

• Tertiary qualification and PY completed
• 3+ years' experience in providing advice ideally focusing on insurance