Risk Insurance Advisor - can be located in Melbourne, Sydney or Newcastle!

We're looking for a Risk Insurance Advisor to join our Investment Services team client. In this client-facing role, you'll be responsible for advising clients on their insurance needs by understanding their financial position and tailoring personal insurance solutions that provide protection in the event of a Life, Trauma, TPD or Income Protection event.

You'll work collaboratively with clients and internal stakeholders to deliver high-quality advice, exceptional service, and peace of mind when it matters most.
What you'll do;

• Meet with clients and respond to queries to understand and support their insurance needs
• Deliver tailored, strategic insurance advice aligned to each client's personal and financial goals
• Coordinate the end-to-end implementation process in partnership with our skilled paraplanning and administration teams
• Proactively review and update insurance strategies to ensure ongoing suitability
• Review and contribute to advice documents prepared by paraplanners and administrative team members
• Maintain strong relationships with clients, internal teams, and external providers
• Follow structured workflows and keep accurate client records
• Identify cross-referral opportunities across the Investment Services team
• Take part in training and development to strengthen technical and client service skills

What you'll bring

• Have a current Authorised Representative Status
• Tertiary qualification in Commerce, Finance or a related field
• Diploma of Financial Services (Financial Planning) and RG146 compliance
• Meet FASEA, TASA and other relevant legislative requirements
• Strong relationship-building skills and ability to engage a broad range of stakeholders
• Pragmatic thinker with a genuine focus on creating smart client solutions

Please click the Apply Button now for further information!