Risk Insurance Manager

1 week ago

Newcastle, Australia Programmed Full time

About the Opportunity

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 fantastic opportunity for an experienced professional to step into 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
- Diploma 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 AT persolapac.com.au

Who we are

At PERSOL, we connect people to meaningful work and growth.

With decades of experience and a future-focused mindset, we/'re here to support your career journey. We offer fresh opportunities, trusted guidance, and a people-first approach.

We/'re committed to creating a safe, inclusive, and respectful workplace that embraces diverse experiences, backgrounds, and perspectives.

We strongly encourage applications from women, people of Aboriginal and Torres Strait Islander descent, and individuals from all communities.

Ready to make your next move?

Apply now to join our team.

To learn more about life at PERSOL, visit persolaustralia.com
Or follow us on LinkedIn at linkedin.com/company/persolapac for the latest updates and opportunities.

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