Jobs
>
Brisbane

    Risk Financial Adviser - Brisbane City, Australia - Bentley Recruitment

    Bentley Recruitment
    Bentley Recruitment Brisbane City, Australia

    1 day ago

    Default job background
    Description

    About the company:

    Our client is a professional services firm offering accounting, financial planning and insurance services to a book of long standing clients. They are situated in Fortitude Valley in modern, spacious offices.

    There is an exciting opportunity for an experienced risk adviser to join the team and manage a large book of existing insurance clients.

    Benefits:

    Existing book of risk clients ready to manage

    Room for career progression and growth

    Internal referral sources

    Work alongside senior financial advisers

    Social and interactive team culture

    The role:

    Manage a book of existing risk clients

    Engage with clients and build rapport

    Provide tailored personal insurance advice recommendations

    Drive growth - identify new business leads within the existing book

    Develop referral relationships with internal teams and external business partners

    Meet and onboard new risk clients

    Be proactive and complete your own business development

    About you:

    3+ years of experience as an authorised financial adviser - open to holistic advisers with strong risk experience, or risk specialist advisers

    Completed FASEA required studies and exam

    Strong knowledge of insurance advice and passionate about a specialist role in this area

    Strong understanding of different insurance products and providers

    Self-sufficient and able to manage a book of clients

    Client focused

    Proactive with a growth mindset

    Experienced onboarding new business and growing a client base

    Salary is flexible and negotiable depending on experience.

    How to apply:

    If you're interested please apply via this ad or send your CV to Ben Sultmann at

    If you would like to discuss this or other opportunities, please call Ben on

    For a full list of similar vacancies, please head to our website:

    #J-18808-Ljbffr
  • Fuse Recruitment

    Financial Adviser

    4 days ago

    Fuse Recruitment Brisbane, Australia

    **Brisbane QLD** · **$ $140000 per annum, Benefits: + super + commisisons** · **Full time** · **Are you a Financial Planner looking for your next career opportunity with a business that genuinely cares about partnering with you and servicing its clients?** · Join a boutique self- ...

  • Fuse Recruitment

    Financial Adviser

    3 days ago

    Fuse Recruitment Brisbane, Australia

    **Brisbane QLD** · **$ $130000 per annum, Benefits: + super + bonus** · **Full time** · **Are you a Financial Planner in the early stages of your career looking for your next career opportunity?** · Join a financial service firm located in Brisbane's CBD, with a small and highly ...

  • Profusion Group

    Financial Adviser

    1 week ago

    Profusion Group Brisbane, Australia

    Attractive salary package with career development · - Existing client base · - Birsbane CBD location with flexibility to WFH · **Company Overview** · Our client is an organization which leads the industry in brand perception and is known as one of the most dynamic insurance compa ...

  • ROBERT WALTERS AUSTRALIA

    Financial Adviser

    4 days ago

    ROBERT WALTERS AUSTRALIA Brisbane City, Australia

    Salary: AUD100,000 - AUD150,000 per annum + Attractive Salary Package · Workplace Type: No · Location: Brisbane · Contract type: FULL_TIME · Specialism: Banking & Financial Services · Focus: Private Wealth Management · Industry: Financial Services · Salary: AUD100,000 - AU ...

  • UniSuper

    Financial Adviser

    2 days ago

    UniSuper Brisbane, Australia Full time

    About US · UniSuper is the custodian of our members' life savings. Everything we do is aimed to deliver for our members. If you love working with passionate professionals, driving industry-leading performance and want to make a meaningful difference for others now and into the fu ...

  • Fuse Recruitment

    Financial Adviser

    1 day ago

    Fuse Recruitment Queensland, Australia Full time

    Are you a Financial Planner looking for your next career opportunity with a business that genuinely cares about partnering with you and servicing its clients? · Join a boutique self-licenced financial service firm located in Brisbane's CBD who are innovative in their approach, Fi ...

  • Fuse Recruitment

    Financial Adviser

    1 day ago

    Fuse Recruitment Brisbane, Australia Full time

    Are you a Financial Planner in the early stages of your career looking for your next career opportunity? · Join a financial service firm located in Brisbane's CBD, with a small and highly experienced team that is dedicated to offer tailored financial solutions to their clients. Y ...

  • Fuse Recruitment

    Financial Adviser

    1 day ago

    Fuse Recruitment Queensland, Australia Full time

    Are you a Financial Planner in the early stages of your career looking for your next career opportunity? · Join a financial service firm located in Brisbane's CBD, with a small and highly experienced team that is dedicated to offer tailored financial solutions to their clients. Y ...

  • Zanetti Recruitment & Consulting

    Financial Adviser

    5 days ago

    Zanetti Recruitment & Consulting Brisbane, Australia Full time

    Structured environment focused on rewarding quality advice · Large team with professional and personal development supported · Paraplanning and administration infrastructure to support you · The Company · Long-standing scaled business with offices in Brisbane, Gold Coast, Sydney, ...

  • Bentleyrecruitment

    Risk Financial Adviser

    4 days ago

    Bentleyrecruitment Brisbane City, Australia

    About The Company · Our client is a professional services firm offering accounting, financial planning and insurance services to a book of long standing clients. They are situated in Fortitude Valley in modern, spacious offices. · There is an exciting opportunity for an experienc ...

  • Bentleyrecruitment

    Senior Associate Adviser/Junior Financial Adviser

    2 days ago

    Bentleyrecruitment Brisbane City, Australia

    Our client is a well established boutique firm located in Brisbane CBD. They provide comprehensive financial advice to a client base of predominantly HNW individuals and families. The team strives to go above and beyond for their clients. · Due to growth, there is an opportunity ...

  • Bentley Recruitment

    Senior Associate Adviser/Junior Financial Adviser

    4 days ago

    Bentley Recruitment Brisbane City, Australia

    Our client is a well established boutique firm located in Brisbane CBD. They provide comprehensive financial advice to a client base of predominantly HNW individuals and families. The team strives to go above and beyond for their clients. · Due to growth, there is an opportunity ...

  • Queensland Health

    Manager Independent Patient Rights Advisers

    1 day ago

    Queensland Health Brisbane, Australia

    Metro South Health is Australia's first digital health service and one of the largest in Queensland, with an estimated residential population of approximately one million people or 23 per cent of Queensland's population. · This is your opportunity to join the dedicated team of pr ...

  • TROOCOO Pty Ltd

    Economic and Financial Content Specialist

    6 days ago

    TROOCOO Pty Ltd Brisbane, Australia

    Develop tailored industry content to drive engagement with investors · - Contribute to broader business strategic initiatives · - Exceptional cultural and working environment · Trilogy Funds is one of Australia's leading fund managers of property-based investments. For over 24 ye ...

  • Perigon Group

    Assistant - Financial Advice

    4 days ago

    Perigon Group Brisbane, Australia

    Excellent Brisbane CBD offices · - Future study support within the field, training and mentoring · - Work in a boutique specialist team with established clients · Our client is a leading investment advisory & financial planning firm based in Brisbane. They provide their investors ...

  • Perigon Group

    Compliance Administrator

    1 week ago

    Perigon Group Brisbane, Australia

    Starting as four month contract; Based in Brisbane CBD · - Exceptional Team Culture; flexible WFH · - Hourly rate $37 - $40ph + Super · **The Organisation** · This Australian company was established to provide innovative financial products and services specialising in Superannuat ...

  • Macquarie Group Limited

    Wealth Service Consultant

    4 days ago

    Macquarie Group Limited Brisbane, Australia

    **Do you have client service experience in Wealth Management or related products? Are you passionate about delivering an exceptional client experience? Do you thrive in a fast-paced environment?** · Our Wealth Client Experience team are looking for passionate professionals to hel ...

  • Macquarie Group Limited

    Client Service Associate

    13 hours ago

    Macquarie Group Limited Brisbane, Australia

    An exciting opportunity currently exists for a Client Service Associate to join Macquarie Private Bank in Brisbane. · As a Client Service Associate, you will have the opportunity to provide high quality support to our advisers and clients alike. Typical tasks will include assisti ...

  • Macquarie

    Operations Team Leader

    6 days ago

    Macquarie Brisbane, Australia

    Operations Team Leader · The Cash and Banking Operations team's core function is to support Macquarie's Advisers, Independent Financial Advisers and Clients within our Retail Banking and Business Banking divisions. · At Macquarie, we are working to create lasting value for our co ...

  • Kaizen Recruitment

    Consultant, Trustee Investments

    1 day ago

    Kaizen Recruitment Brisbane, Australia

    ASX listed financial services organization · - Flexible and hybrid working arrangements · - Permanent position | Brisbane CBD · **About the Company** · Our client is a highly respected financial services organisation with a skilled team of specialists that are committed to acting ...