Risk Insurance Advisor

4 weeks ago

Newcastle, New South Wales, Australia PERSOL APAC Full time
Overview

PERSOL is recruiting on behalf of a highly respected national financial services firm seeking a Risk Insurance Advisor to join their Newcastle based investment services team. This is a client-focused role where your expertise will directly support individuals in protecting their financial future.

With a strong presence across NSW, Brisbane and Melbourne, this firm combines national scale with a genuine focus on personal service, professional development, and work-life balance.

The Role

As a Risk Insurance Advisor, you'll work directly with clients to understand their needs and deliver tailored personal insurance strategies across Life, TPD, Trauma, and Income Protection. Backed by a skilled paraplanning and admin team, you'll focus on delivering quality advice and maintaining long-term client relationships.

Key Responsibilities
  • Engage with clients to understand their current situation and insurance needs
  • Provide clear, strategic advice aligned to clients' life and financial goals
  • Oversee the end-to-end insurance process from advice to implementation
  • Regularly review client portfolios to ensure policies remain appropriate
  • Collaborate with internal teams to finalise advice documents and applications
  • Manage ongoing relationships with clients, colleagues, and insurance providers
  • Maintain accurate client records and follow internal compliance workflows
What You'll Bring
  • 4+ years of experience in a similar role
  • Current Authorised Representative status
  • Dimploma of Financial Services (Financial Planning) and RG146 compliant
  • Tertiary qualification in Finance, Commerce, or a related field
  • Compliant with FASEA, TASA, and other relevant regulatory standards
  • Strong interpersonal and communication skills
  • Commercially minded with a client-first approach
Why Apply?
  • Join a professional, down-to-earth team with strong leadership and support
  • Work with clients who value long-term relationships, not quick transactions
  • Ongoing training and development to support your technical and soft skills
  • A healthy work-life balance with flexibility built into the culture
  • Be part of a firm that values both individual contribution and team success
Apply Now

If you're ready for the next step in your accounting career, click Apply Now to submit your application. For a confidential discussion, get in touch with Tom Sims at tom.sims@persolapac.com.au


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