Financial Planner – HNW Firm – CBD & Eastern Suburbs
- Outstanding Large Boutique Firm - Prime Locations
- Take over HNW client base receive full support
- Strong pre post retiree skill set personal insurance
THE COMPANY
This well established Financial Planning business is seeking an experienced adviser to work with their existing client base and ongoing referrals.
- -Ongoing Referrals Provided
- -Base salary and Highly Rewarding Bonus Structure
- -Diploma of Financial Planning (1-8) required as minimum, CFP preferrable
THE CLIENT
Our client is a reputable and well established Financial Planning business located in Sydney CBD. They have their own license and a strong in house support team. Their client base is currently growing through a number of referral relationships developed with accounting firms in the local area. In addition they have a number of referrals from their dealergroup networks.
THE ROLES
They are now seeking to take on an experienced Financial Planner to work closely with this business and deal with any ongoing referrals take over client bases. You will be primarily based in various locations in Sydney, dependant upon the candidate.
To succeed in this role you must have completed your full Diploma of Financial Planning (1-8) and have a minimum of 5+ years advising experience. You must be technically strong and be able to construct complex strategies for individuals and small businesses.
THE OPPORTUNITY
This is a great opportunity to join a successful and well run business with access to a broad range of clients and unlimited earnings potential. You will be provided with full paraplanning and administration support and will be given every opportunity to succeed within the business.
To find out more about this position or to express your interest in similar roles please contact Neil McDonald for a confidential discussion on 02 9247 5655, apply directly through pressing on the apply button.