Financial Planner $177-155K - 5 year goals

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Financial Planner - Farm existing portfolio with a healthy remuneration structure to have a future equity in the firm, become a revenue share Partner.

Summary about this job

Financial Planning

Company: FinancialServicesJobs.com.au

Location: Sydney

Work type: Full Time

Salary: Confidentially call/txt Jaicob 0400675739

Phone: +61-3-5347-8447

Fax: +61-8-5128-3511

E-mail: n\a

Site:

Detail information about job Financial Planner $177-155K - 5 year goals. Terms and conditions vacancy

Confidentially Call or SMS Jaicob on 0400675739

If your strengths are either in wealth protection through clever risk planning or intuitive knowledge of market trends and SMSF strategies and you see your logical next step entering a business who’s constructed a unique business model whereby a marketing team handle the procurement and prequalifying of new leads. I’d suggest you take a peek and hear about this opportunity.

The result is a streamlined client screening process whereby you’ll receive warm/hot leads. Combine this with extremely efficient back office and you’ll find your days are spent doing actual advisory of clients rather than administration and applications.

Combine this with a broad APL with no derivative to any bank or financial institution and envision yourself as a market leader. This employer has grown referral partners exponentially post GFC and are part of a major dealer group who have all the exciting trappings of 1st world platforms.

The goal here is for you to have a future buy into the firm and become a Partner.

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

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