Strategic Financial & Insurance Adviser -- Part-Time Portfolio Lead (Victoria)

Strategic Financial & Insurance Adviser -- Part-Time Portfolio Lead (Victoria)

21 Aug
|
Woods
|
Victoria

21 Aug

Woods

Victoria

Job Description

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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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 (Victoria)
🏢 Woods
📍 Victoria

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