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.

n

What's in it for you?

n

n
$100,000 - $135,000 + Super (Pro rata)
n
Adaptable permanent part time position (3 days per week)
n
Existing client portfolio with no requirement to grow the book
n
Back office support from experienced admin and paraplanning teams
n
Genuine work life balance
n

n

What you'll do:

n

n
Take ownership of an established portfolio of clients
n




Conduct structured annual client reviews and ongoing advice meetings
n
Identify opportunities where clients may benefit from broader strategic advice
n
Work collaboratively with offshore admin and paraplanning teams
n
Identify prospects to improve processes, efficiencies and service delivery
n

n

What we're looking for:

n

n
Robust background in insurance and superannuation advice
n
Strong compliance mindset and high attention to detail
n
Ability to operate autonomously while collaborating with the wider team
n
J-18808-Ljbffr

📌 Strategic Financial Adviser Risk & Wealth Victoria (Australia)
🏢 Woods
📍 Australia