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Risk Financial Adviser

Job description

  • Insurance specialist firm based in Sydney CBD

  • Work with existing clients and be provided with leads

  • Competitive salary package

There is an excellent opportunity for an experienced financial adviser to join our client located in Sydney CBD. This company specialises in providing tailored insurance/risk advice to its long standing client base of predominantly white collar professionals.

Benefits:

  • Competitive salary package - circa $110k to $120k + Super depending on experience

  • Flexible daily start and finish times

  • Work from home flexibility

  • CBD location


The Role:

  • Develop strong relationships with existing clients

  • Focus on further developing your client book via business referral partners and an extensive internal database

  • Meet with clients in person and via video chat to provide tailored, personal insurance advice

  • Maintain relationships and conduct annual reviews of clients needs

  • Work collaboratively with colleagues such as paraplanners and admin support


About you:

  • Authorised representative

  • Passed FASEA exam

  • Completed or working towards FASEA educational requirements

  • 3+ years experience as a financial adviser, must have experience providing risk/insurance advice

  • Experience dealing with new and existing clients

  • XPLAN experience ideal

  • Able to work in a fast paced environment

  • Passionate about providing an excellent client service

  • Strong compliance and understanding of industry regulations


If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call me on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs