Financial Adviser to manage existing client base - $110k plus super

This is a well established successful Central Coast Financial Planning firm which has recently merged with a highly successful Parramatta based accounting firm.  

 

An opportunity exists for an experienced Financial Planner to step into a role managing 280k in recurring revenue. It is anticipated this role would be based in the primary office location in Erina however, there is a option to have the role based out of Parramatta depending on the successful candidates location.

 

There is a definite equity buy in opportunity for the right candidate. The salary for this role will be approximately $100 000 depending on experience

 

40% of the clients are in Sydney. The structure as it stands with the aligned Accounting practice offers significant lead in flow which will be of a high quality.

 

Clients are wealth accumulators ad the opportunity to grow this client base and the business is significant

 

Benefits

  • Attractive salary package
  • Genuine career development with exposure to other areas of the business
  • Outstanding support

 

Demonstrated skills

  • Solid experience working as a Financial Planner
  • ADFP and approved university degree (in line with FASEA requirements)
  • Strong communication and presentation skills.

 

 

 

16/03/2020 $0 Sydney 1 Banking & Financial Services
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