Financial Planning Opportunities Job in Melbourne 3000, Victoria Australia
- Salaried and Self Employed Opportunities
- Work with boutique practices with an establised client base
- Your own business with the support of industry leaders
THE COMPANY:
Marks Sattin are currently working with top tier clients looking to add to their existing financial planning business. These are established businesses which can provide you with long term career opportunities.
THE OPPORTUNITY:
As the financial planning industry moves through a period of change, we are finding excellent opportunities for experienced financial planners who want to explore new employers and/or start their own practice. Here are some examples:
Senior Financial Planner
- $80-90k plus super and bonus
- Boutique business with an established client base
- Supported by excellent client service and paraplanning teams
Self Employed Opportunities
- work on your own or with a team of self employed planners
- Provide you with a book of clients; and/or
- Provide the cashflow required for setup of your business
YOUR DETAILS:
- Proven financial planner with 5-7yrs experience
- Experience in writing in excess of $80-100k in new business
- Relevant industry qualifications, ie. DFS/ADFS and/or CFP
- Strong referral sources (ideal but not essential)
- Excellent personal presentation
- High motivation for success
- Entrepreneurial, dynamic business acumen
CONTACT DETAILS:
If you are interested in the above, please send your CV quoting reference # 12794 by clicking on the appropriate link, or for more information and a confidential discussion, please call Prashant Iyer at Marks Sattin on +61 03 8677 6700.