_{19th June, 2025}

Personal financial advice on life insurance is one of the many products and services the business offers to members, who proactively engage them for advice.

About the role:

Due to significant growth in their financial planning division, we are seeking a financial adviser to provide expert personal advice relating to life insurance, both inside and outside superannuation.
You will require a deep understanding of life insurance products such as life cover, total and permanent disability, trauma and income protection and business strategies such as key person, overheads and buy/sell arrangements, and how these fit into the financial planning needs of medical professionals and their practices by providing appropriately tailored advice and service. 

Key accountabilities:

• Conduct in-depth reviews of clients’ financial circumstances, current situation and future needs particularly in relation to their personal, business or superannuation-based risk insurance requirements.
• Prepare written advice, in conjunction with paraplanners, best suited to the individual clients’ requirements.
• Ensure seamless implementation of advice with insurers.
• Ensure optimal use of financial planning tools.
• Ensure all documentation meets statutory and licensee requirements.
• Meet required activity and SoA targets.
• Conduct market research to keep up to date with relevant products and legislation.
• Respond to client queries as required to maintain high levels of client care.
• Build and nurture strong relationships with key decision-makers within the business, including executives, managers, and other stakeholders, to grow the channel.
• Attend and present at industry conferences, trade shows, webinars and networking events to increase brand awareness and expand your professional network.

  
To be successful you will need:

• Successful track record as a financial adviser with strong knowledge of the insurance sector.
• Experience advising on retail life insurance products, superannuation and using life insurance-based strategies for business structures.
• Bachelor's degree (AQF7 level) or equivalent, otherwise on track to meet the adviser qualifications standards by 31/12/2025 through appropriate bridging courses. You may be eligible for study assistance.
• Extensive experience using financial planning software – XPLAN (including Risk Researcher Tools) preferred.
• Experience working with medical professional clients with an understanding of their unique insurance needs would be beneficial.

  
Registrations required (condition of appointment):

• Must meet current regulatory requirements to provide personal financial advice, and on track to meet 1/1/2026 requirements.
• Registered or able to be registered with ASIC to provide Tax (Financial) Advice as a Qualified Tax Relevant Provider (QTRP).
• Eligible to be meet the Fit and Proper requirements for ASIC Relevant Provider Register.

For a confidential chat please call Chris Gordon on 0451 129 269 or apply using the link. 

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