Financial Planner
2 days ago
- Financial Planner (Transition to equity from retiring partner)
Our client is a fantastic Financial Services company with a proven track record and growing.
Currently looking for a Financial Planner due to a retiring partner
About the role:
Team of 10+
Office based role
Nice office / open plan
Team events quarterly
Path to partnership (Equity and banks ready to finance the ownership)
80 clients handed over due to retiring partner
1.5m recurring revenue (Advice + 400k insurance)
HNW clients and younger professionals
3 to 4 client leads per week to be closed
5+ Years experience
Full support in place
About you:
5 to 10+ years' experience as an Adviser
High attention to detail
Ability to multitask and good organisational skills
Salary is dependent on experience, starting from $140k to $150k + Super + BONUS
Please send CV to
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