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Profusion PAC Pty Ltd
Sydney NSW (Hybrid), New South Wales, Australia
(on-site)
Posted
5 days ago
Profusion PAC Pty Ltd
Sydney NSW (Hybrid), New South Wales, Australia
(on-site)
Job Function
Financial Planner
Financial Planning
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Financial Planning
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Company OverviewWe are working with a highly regarded organisation in Sydney that is looking to add an experienced Risk Adviser to their team. This business offers career progression, strong collaboration and promotes a supportive working environment.Role OverviewIn this role, you will work with an established client base, providing tailored personal risk advice across life, TPD, income protection and trauma insurance.You will be responsible for managing the advice process from initial client conversations through to implementation, while working closely with the broader advice team to deliver a high level of client service.Responsibilities Providing quality personal risk advice to new and existing clientsConducting client meetings and identifying protection needsDeveloping and presenting tailored risk strategiesManaging the advice and implementation processBuilding strong, long-term relationships with clientsWorking collaboratively with Financial Advisers, Paraplanners and the broader support teamMaintaining high standards of compliance and documentationSkills & ExperienceSeveral years of experience providing personal risk adviceFASEA education requirements completedStrong technical knowledge across life, TPD, income protection and trauma insuranceExcellent communication and relationship management skillsA client-focused approach and strong attention to detailThe ability to manage your own client relationships and advice processRelevant financial planning qualifications and industry experienceClick on the 'APPLY' button or contact Shauna at ••••@profusiongroup.com We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
Job ID: 85551539
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