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 advantage 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:
Solid background in insurance and superannuation advice
Solid compliance mindset and high attention to detail
Ability to operate autonomously while collaborating with the wider team
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