Servicing adviser as part of succession plan - XY Adviser

Jobs Board

Servicing adviser as part of succession plan

GrowUp Financial

Full-time Part-time

The business

The role

Come empty handed. Step into a well established book of clients. Over a 12 month period, sit in on annual review meetings for hand over from a Snr Adviser who will exit the industry once January 2026 comes around.

Skills and experience

Ability to form deep relationships. Team player, Experienced in servicing clients. Willingness to establish yourself in proximity to the Erina head office.