Risk Adviser – Provided Clients, AI Tools & Insurance in Neutral Bay

Risk Adviser – Provided Clients, AI Tools & Insurance in Neutral Bay

Neutral Bay Full-Time On-site
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insurance+ is seeking a Risk Adviser to join the advice team in Neutral Bay, reporting to the Head of Financial Advice. You will manage a portfolio of existing clients, deliver high-quality risk advice, and conduct structured annual reviews to ensure ongoing suitability of cover.

In this role you will handle replacement advice, underwriting and claims support, collaborating with a paraplanner and client engagement specialist who book meetings and prepare files.

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Contact Details:

insurance+ Recruitment Team