About the Opportunity
PERSOL is recruiting on behalf of a highly respected national financial services firm seeking a
Risk Insurance Advisor
to join their Newcastle based investment services team. This is a fantastic opportunity for an experienced professional to step into a client-focused role where your expertise will directly support individuals in protecting their financial future.
With a strong presence across NSW, Brisbane and Melbourne, this firm combines national scale with a genuine focus on personal service, professional development, and work-life balance.
The Role
As a Risk Insurance Advisor, you'll work directly with clients to understand their needs and deliver tailored personal insurance strategies across Life, TPD, Trauma, and Income Protection. Backed by a skilled paraplanning and admin team, you'll focus on delivering quality advice and maintaining long-term client relationships.
Key Responsibilities:
* Engage with clients to understand their current situation and insurance needs
* Provide clear, strategic advice aligned to clients' life and financial goals
* Oversee the end-to-end insurance process from advice to implementation
* Regularly review client portfolios to ensure policies remain appropriate
* Collaborate with internal teams to finalise advice documents and applications
* Manage ongoing relationships with clients, colleagues, and insurance providers
* Maintain accurate client records and follow internal compliance workflows
What You'll Bring
* 4+ years of experience in a similar role
* Current Authorised Representative status
* Diploma of Financial Services (Financial Planning) and RG146 compliant
* Tertiary qualification in Finance, Commerce, or a related field
* Compliant with FASEA, TASA, and other relevant regulatory standards
* Strong interpersonal and communication skills
* Commercially minded with a client-first approach
Why Apply?
* Join a professional, down-to-earth team with strong leadership and support
* Work with clients who value long-term relationships, not quick transactions
* Ongoing training and development to support your technical and soft skills
* A healthy work-life balance with flexibility built into the culture
* Be part of a firm that values both individual contribution and team success
Apply Now
If you're ready for the next step in your accounting career, click
Apply Now
to submit your application. For a confidential discussion, get in touch with Tom Sims