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.
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What's in it for you?
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- $100,000 - $135,000 + Super (Pro rata)
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- Flexible permanent part time position (3 days per week)
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- Existing client portfolio with no requirement to grow the book
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- Back office support from experienced admin and paraplanning teams
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- Genuine work life balance
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What you'll do:
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- Take ownership of an established portfolio of clients
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- Conduct structured annual client reviews and ongoing advice meetings
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- Identify opportunities where clients may benefit from broader strategic advice
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- Work collaboratively with offshore admin and paraplanning teams
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- Identify opportunities to improve processes, efficiencies and service delivery
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What we're looking for:
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- Robust background in insurance and superannuation advice
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- Strong compliance mindset and high attention to detail
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- Ability to operate autonomously while collaborating with the wider team
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