Woods & Co Recruitment have partnered with a financial planning business focused on delivering insurance, superannuation and strategic financial advice. They are seeking an experienced Financial & Insurance Adviser to join the team on a permanent part-time basis.
What's in it for you?
- $100,000 - $135,000 + Super (Pro rata)
- Flexible permanent part time position (3 days per week)
- Existing client portfolio with no requirement to grow the book
- Back office support from experienced admin and paraplanning teams
- Genuine work life balance
What you'll do:
- Take ownership of an established portfolio of clients
- Conduct structured annual client reviews and ongoing advice meetings
- Identify opportunities where clients may benefit from broader strategic advice
- Work collaboratively with offshore admin and paraplanning teams
- Identify opportunities to improve processes, efficiencies and service delivery
What we're looking for:
- Strong background in insurance and superannuation advice
- Strong compliance mindset and high attention to detail
- Ability to operate autonomously while collaborating with the wider team
Strategic Financial Adviser – Risk & Wealth in Melbourne employer: Woods & Co
Woods & Co is an exceptional employer, offering a stable and full-time role as a Fleet Recruitment Officer in Heatherton, where you can take ownership of a specialist recruitment function within a supportive, family-oriented team culture. With a commitment to diversity and inclusion, the company values all backgrounds and experiences, providing ample opportunities for professional growth and development in the transport and logistics industry.
