Senior Financial Planner $125-111K + Revenue Share?
Senior Financial Planner - You've established a healthy portfolio with your current book of clients. Further your brand in Financial Services.
Summary about this job
Financial Planning
Company: FinancialServicesJobs.com.au
Location: Sydney
Work type: Full Time
Salary: Confidentially call/txt Jaicob 0400675739
Phone: +61-7-5319-1958
Fax: +61-8-7885-8211
E-mail: n\a
Site: n\a
Detail information about job Senior Financial Planner $125-111K + Revenue Share?. Terms and conditions vacancy
- Determine your own flat fee to charge new and existing clients
- Total back end support, data analysis and further training provided
- Direct equity in a revenue share model - easily earn 300K+ with skin in the game
Confidentially Call or SMS Jaicob on 0400675739
Reflect
Take a moment and objectively look at your current situation; after all you use this same process when you goal set for a client. You want to expand your network within the Financial Services Industry so that you can not only further develop your own business, but also offer an extensive range of options for your clients.
Your Goals
Still thinking objectively? What are your favourite aspects of working within the Industry, if the answer is helping HNW individuals achieve their goals, please read on.
Preferred Situation
Imagine having detailed research reports and analysis of market trends sent to your computer of a morning and full back end support from an internal paraplanning team. Afterwards you review your calendar and it’s literally filled with client meetings only.
Client Ivestment/Ownership
Keep your clients as your own, service them how you’d usually service them but utilise the immense referral network from a Dealer Group with a National presence. Gain further exposure to impressive HNW Executives in ASX listed companies and build their investment portfolios whilst networking future referral channels. Feel the freedom of an incredibly flexible APL
Qualifications
Masters of Financial Planning/CFP or on your way to completing both desired.
INTERESTED:
Call me now on 0400675739 or email your resume to [email protected] and I will confidentially get back to you.
NOT INTERESTED
I can provide Financial Services professionals access to each other. I have been recruiting in this sector for years and have built a strong relationship with key clients. Our national client base is rich and diverse, from Global to leading Niche Firms.
- Our Specialist team provide valuable information to Client and Candidate on availabilities, salary expectations and market trends.
- The leading specialist recruitment consultancy in Financial Services, All aspects of Independent Financial Advisory and Dealer Groups
You can also benefit your career by joining my LinkedIn page: https://au.linkedin.com/in/jaicob-abbott-atchison-962049117 Feel free to visit FinancialServicesJobs.com.au for more roles
We uphold the principles of equity and diversity in our recruitment dealings. If you have the right skills for the job we will appreciate your confidential application.
Jaicob Abbott-Atchison
Financial Services Specialist
(02) 9467 6767