Principal Financial Planner $197-173K - Instant Equity

Summary about this job

Detail information about job Principal Financial Planner $197-173K - Instant Equity. Terms and conditions vacancy

Confidentially Call or SMS Jaicob on 0400675739

• Current Situation. As a highly successful Authorised Representitive, there is a reason why you've built this portfolio to a reliable $250,000 in ongoing, fee for service advice, each year.
• Current Clients. The greatest advocate for your brand is the deep client base of $2M+ working professionals. This is how you have managed to organically grow this book, combined with worthwhile seperate Centres of Influence, including Accounting & Mortgage Broking firms. In the past 5 years, you have bear witness to this steady growth.
• Current Challenges. However in those 5 years you've noticed a change, both from ASIC and your Licensee. Legislative regulations means that, from a back office perspective, each client takes more valuable time from your day to day. Ultimately to provide the same level of advice that made them an advocate of yours. Yearly fees to your Licensee have also increased with no extra back office support and inflation in Sydney increased, as have your overheads.

• Your once reliable $250,000 is now netting, to the equivalent of $80,000 in your pocket?

• Your New Firm. Share the desire for Industry prowess and take the next entrepreneurial step to augment your portfolio inside a highly successful, multi-disciplined IFA firm. All overhead costs are covered and your clients remain your clients.
• Your New Support. Utilise the company's back office to further grow your asset leverage your portfolio off the profitability of the firm's EBITDA. Rather than a market rate of 2-3 ongoing, think 5-6.
• Your next Challenge. Combine business acumen, further developing mutually beneficial referral partners (across Australia's East Coast) and spend your days doing what made you brilliant in the first place, advising clients and assisting them reach their financial goals.

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