Strategic Financial & Insurance Adviser β€” Part-Time Portfolio Lead

Strategic Financial & Insurance Adviser β€” Part-Time Portfolio Lead

Part-Time On-site
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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.

Take ownership of an established portfolio of clients, conduct structured annual client reviews and ongoing advice meetings, and collaborate with offshore admin and paraplanning teams to deliver high-quality service.

Strategic Financial & Insurance Adviser β€” Part-Time Portfolio Lead 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.

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Contact Details:

Woods & Co Recruitment Team