Hamilton, Newcastle, Maitland & Hunter NSW
This is a unique opportunity that offers the potential for the right candidate to gain Equity or Profit Share creating a pathway to long term growth and rewards.
About Us: Lambourne Partners Wealth is a leading financial planning firm, known for offering tailored financial solutions to a diverse range of clients. Based in Hamilton, Newcastle, we provide holistic financial planning services, including risk management and insurance, to a loyal and growing client base.
We have an exciting opportunity for an experienced risk adviser to join our dynamic team and take on a substantial portfolio of existing insurance clients.
What We Offer: An established book of insurance clients ready for you to manage Clear pathways for career progression and professional development Collaborative environment with strong internal referral networks Work alongside senior financial advisers and support staff A vibrant and social team culture with a strong sense of community Modern, well-appointed offices in a convenient location Your Role: Manage an existing portfolio of risk clients, providing personalised insurance advice Build strong client relationships and ensure their long-term insurance needs are met Identify opportunities for new business growth within the existing client base Collaborate with internal teams and external partners to develop referral channels Onboard new risk clients and manage their financial insurance needs proactively Conduct your own business development activities to continue growing the portfolio About You: Minimum of 2+ years of experience as a licensed financial adviser (specialisation in risk or holistic advisers with strong insurance expertise) Completion of FASEA qualifications and exam In-depth knowledge of personal insurance products and providers Proven experience in managing client portfolios and a track record of growth Self-motivated, client-focused, and passionate about delivering tailored advice Strong business development skills and ability to onboard new clients Experience with Xplan is highly desirable Salary:
We offer a flexible and competitive salary, depending on your experience.
How to Apply: If you're interested, please apply through Seek or send your CV and a cover letter to For more information or to discuss this opportunity further, please contact Kurt Purkiss on 02 49696600.
Your application will include the following questions:
Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a financial adviser? #J-18808-Ljbffr
