About Us
Our client has been delivering trusted financial advice for over 40 years. As an independent firm, they specialise in guiding high-net-worth individuals, family groups, and not-for-profits with tailored strategies and investment solutions. With a team of 55+ professionals, their culture is built on collaboration, passion for client service, and a commitment to helping clients achieve their unique goals.

The Opportunity
Our client is looking for an experienced Risk Financial Adviser to join their energetic team. This is a rare chance to not only manage an existing client base but also to shape and grow their risk advice division.
You’ll have the backing of strong referral networks and marketing initiatives while building your own book of ongoing clients. In addition, our client would welcome an adviser who already has a book of clients and is looking to transition them into a supportive, independent business with long-term growth potential.

If you’re entrepreneurial, client-focused, and excited by the challenge of growing your own portfolio, this is the role for you.
What You’ll Be Doing

• Build and nurture long-term client relationships while delivering outstanding service
• Leverage referral networks and your own connections to generate new business
• Provide tailored, timely advice on Life Risk strategies and insurance solutions
• Conduct comprehensive risk analysis, including preparing Statements of Advice (SoAs)
• Review and optimise existing client insurance arrangements
• Manage the full cycle of insurance policies – from administration through to claims support
• Work closely with the insurance support team to deliver seamless client outcomes

What You’ll Bring

• RG146 compliant or Advanced Diploma qualified
• 3–5+ years’ experience as a Risk Specialist in Financial Planning
• A strong grasp of insurance products and risk strategies
• Excellent communication skills – able to simplify complex concepts for clients
• Strong organisational and administrative skills
• Intermediate to advanced Microsoft Office skills
• (Highly Regarded) An existing client book to bring across and continue building

Why Join Our Client?

• A supportive, close-knit culture where collaboration is key
• The opportunity to grow and shape your own client portfolio within an established firm
• Access to existing referral networks and high-quality leads
• Recognition and support if you’re bringing your own client book
• Be part of a dynamic team passionate about delivering real value to clients

If you are ready to take the next step in your career and make a positive impact within a dynamic team, we encourage you to apply today.

For a confidential discussion about this opportunity, please call Lachie Young on 0411 931 034 or send your application to [email protected]

At Fuse, we specialise in recruitment for the wealth management industry and actively source for a broad range of established clients. If you are a financial planning or mortgage broking professional looking for your next opportunity, we'd love to hear from you!

If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!

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