At a Glance
- Tasks: Manage and grow an established client book while delivering tailored insurance strategies.
- Company: Dynamic financial advice firm with over 36 years of market experience.
- Benefits: $160k + super + incentives, plus dedicated support staff.
- Other info: Flexible work locations in Sydney CBD or Parramatta.
- Why this job: Step into a mature firm with real growth opportunities and strong leadership.
- Qualifications: Minimum 3 years in client-facing financial advice and strong insurance knowledge.
The predicted salary is between 160000 - 160000 $ per year.
This is not a cold-start advice role. It is an on-ramp for an adviser who wants more responsibility, stronger earnings and a platform that can support real growth.
Rare opportunity for an ambitious Insurance Adviser to step into a mature, self-licensed AFSL advice business with an established book of clients, strong internal support and a genuine commercial pathway.
- $160k + super + incentives.
- Established client book to work with from day one.
- Dedicated support staff x 2.
- Sydney CBD / Parramatta flexibility.
- Mature advice firm with dynamic leadership and mentoring.
- Self-licensed AFSL environment with strong professional standards.
You will join a highly regarded advice firm with more than 36 years in market, deep client relationships and a leadership team that understands how to help advisers grow revenue properly.
The role blends insurance strategy, client engagement, business development and long-term advice relationships.
The position suits a client-facing adviser who enjoys technical insurance advice, can identify commercial opportunities, and wants a serious platform to accelerate earnings without having to build everything from scratch.
Financial Adviser - Insurance
What you will be doing.
- Manage and grow an established client book across insurance-led advice opportunities.
- Design and deliver tailored insurance strategies for wealth accumulators, business owners and SMSF trustees.
- Work closely with the Head of Advice and experienced advisers across client strategy, revenue growth and service standards.
- Leverage dedicated support from a paraplanner and administrator so you can focus on advice, client engagement and conversion.
- Operate within a robust self-licensed AFSL framework with strong governance, documentation and client-first outcomes.
- What you will bring
- Minimum 3 years' experience in a client-facing financial advice role.
- Strong insurance technical knowledge across retail advice and AFSL regulatory requirements.
- Degree qualification, ADFP and FASEA exam completion.
- High-level communication, presentation and analytical capability.
- A commercial mindset, strong client engagement skills and the ability to convert opportunities into long-term advice clients.
- Why this role
- $160k + super + incentives.
- Established client book to work with from day one.
- Dedicated support staff x 2.
- Sydney CBD / Parramatta flexibility.
- Mature advice firm with dynamic leadership and mentoring.
- Self-licensed AFSL environment with strong professional standards.
This is not a cold-start advice role. It is an on-ramp for an adviser who wants more responsibility, stronger earnings and a platform that can support real growth.
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Financial Adviser – Insurance in Parramatta employer: Recruit 2 Advice
Join a highly regarded financial advice firm with over 36 years of experience, where you will have the opportunity to manage an established client book from day one. Enjoy a supportive work culture with dedicated staff, dynamic leadership, and a self-licensed AFSL environment that prioritises professional standards and personal growth. With competitive earnings potential and a focus on mentoring, this role is perfect for ambitious advisers looking to elevate their career in the vibrant Sydney CBD or Parramatta area.
