Strategic Financial & Insurance Adviser — Part Time Portfolio Lead Melbourne

Strategic Financial & Insurance Adviser — Part Time Portfolio Lead Melbourne

07 Aug
|
Woods
|
Melbourne

07 Aug

Woods

Melbourne

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.
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📌 Strategic Financial & Insurance Adviser — Part Time Portfolio Lead Melbourne
🏢 Woods
📍 Melbourne

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