At a Glance
- Tasks: Conduct insurance reviews and develop personal insurance strategies for clients.
- Company: HKS Financial Planning, a boutique firm with a collaborative culture.
- Benefits: Attractive salary, performance bonuses, and professional development opportunities.
- Other info: Flexible working arrangements available; great career growth potential.
- Why this job: Step into an established client base while growing your own business.
- Qualifications: Experience in personal risk insurance and strong attention to detail.
The predicted salary is between 82800 - 101200 $ per year.
HKS Financial Planning is a boutique financial planning practice specialising in retirement planning, wealth creation, superannuation, personal insurance and lending advice.
As part of our continued growth, we are seeking an experienced Risk Insurance Adviser to establish and lead the insurance advice offering within the business.
This is a unique opportunity for an adviser looking to step into a well-established client base while retaining the ability to build and grow their own business within a supportive and highly regarded financial planning firm.
Unlike many risk advisory roles, you won't be starting from scratch.
You will inherit
- Approximately 378 existing risk insurance clients
- Modern systems and processes
- A collaborative team environment focused on delivering outstanding client outcomes
The Opportunity
As our dedicated Risk Insurance Adviser, you will be responsible for
- Conducting insurance reviews for existing clients
- Developing and implementing personal insurance strategies
- Advising on Life, TPD, Trauma and Income Protection insurance
- Building strong relationships with existing clients
- Identifying opportunities to improve client outcomes through proactive reviews
- Generating referrals and new client opportunities
- Growing and maintaining the existing insurance book
- Working closely with our financial planners and support team
- Maintaining high compliance and professional standards
This role offers significant autonomy whilst still benefiting from the support and resources of an established advice business.
What We Offer
- Established client book with recurring revenue
- Strong administrative support
- Modern technology and systems
- Collaborative team culture
- High-quality referral opportunities
- Professional development and ongoing support
- Long-term career growth opportunities
- Remuneration
- Attractive base salary
- Performance-based bonus structure
• Incentives focused on
- o Growth of the existing client base
- o New business generation
- Expected remuneration will be aligned to experience and capability.
About You
You may be an experienced Risk Adviser looking for a stronger platform to grow from, or an Advice Professional seeking the opportunity to take ownership of an established insurance client base.
Ideally you will have
- Experience providing personal risk insurance advice
- A proactive and growth-focused mindset
- Strong attention to detail
- The ability to work autonomously whilst contributing to a team environment
- A commitment to delivering exceptional client outcomes
- Relevant qualifications to provide personal risk advice
- Experience using Xplan will be highly regarded.
- Location & Flexibility
This position is based from our Stones Corner office in Brisbane.
Our preference is for a full-time adviser, however we are open to discussing flexible working arrangements and part-time hours for the right candidate.
Why Join HKS?
This is a rare opportunity to walk into an established insurance book with immediate scale while still having the freedom to build something bigger.
If you're looking for a role where you can focus on delivering quality advice, build long-term client relationships, and be rewarded for growth, we'd love to hear from you.
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Risk Adviser employer: HKS Financial Planning
HKS Financial Planning is an exceptional employer that offers a unique opportunity for Risk Advisers to thrive in a supportive and collaborative environment. With an established client base, modern systems, and a strong focus on professional development, employees can enjoy significant autonomy while being backed by a dedicated team. Located in the vibrant Stones Corner area of Brisbane, HKS provides a culture that values growth, quality advice, and long-term client relationships, making it an ideal place for those seeking meaningful and rewarding employment.
