Financial Adviser - Risk (Equity Partnership)Our Client:
An excellent opportunity has arisen for a Risk Adviser / Insurance specialist to join an established Risk Advice firm based in Sydney CBD.
We are open to a candidate looking for equity partnership as well as our clients are looking for a long-term Adviser to join the business.
They are a growing financial planning firm, built on the principles of trust and respect, with strong existing client and referral partner relationships.
They specialise in risk/life insurance advice only and have a trusted reputation as specialist advisors within the insurance industry.
What's Involved?
There is no expectation to build your own referral sources or generate your own clients, we just need a strong technical Financial Adviser with a passion for Insurance advice.
Specifically, you will: Service an existing book of risk clientsMeet with existing referral partnersConduct client coaching sessions and work with the back office team to prepare client insurance proposalsProvide tailored insurance advice recommendationsFor the right candidate we are open to an equity partnershipExperience: Experience in advice with a comprehensive understanding of insurance advice, products and the Australian insurance and advice markets.FASEA qualifiedThe ability to nurture, care and support our customers, team and stakeholders.Ability to adapt quickly to new processes, ways of working and client engagement modelsExcellent communication and presentation skillsBenefits: Vibrant Culture: We are a lively and energetic team, focused on high-end strategy while maintaining a fun and engaging work environment.Hybrid Work Option: After your probation period, you'll have the flexibility to work two days from home each week.Equity Partnership: We are looking for someone motivated to grow with our business, offering equity partnership.Please apply for this role if you have relevant experience or email ****** for a confidential conversation.
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