Work closely with professional referral partners who actively introduce new clients
Strong flow of quality referrals and genuine new business opportunities
Equity pathway available for the right person
This established and growing financial planning business has built its reputation on providing transparent, practical and genuinely client-focused advice. With a strong presence in the market and an excellent reputation amongst both clients and referral partners, they continue to experience significant growth and demand for their services.
An opportunity now exists for an experienced and qualified Financial Planner to join the team and help drive the next stage of growth.
You will provide holistic financial advice across retirement planning, wealth creation, investment strategy, superannuation, SMSFs, personal insurance, estate planning and taxation considerations. Working closely with established referral partners, you will be introduced to a consistent stream of new clients through a highly successful and longstanding referral model.
This is an ideal opportunity for an adviser who enjoys building relationships, converting opportunities and growing a thriving client base. You will have access to quality referrals, strong support structures and an established brand that allows you to spend more time doing what you do best: providing exceptional advice and helping clients achieve their financial goals.
The culture is one of the real highlights of this business. The team is made up of talented, down-to-earth professionals who are passionate about helping clients, continually improving and supporting each other's success. Collaboration is encouraged, achievements are celebrated and there is a genuine focus on professional development and long-term career growth.
You will be supported by experienced Associate Advisors, Paraplanners and Client Services Managers, allowing you to focus on client engagement and advice delivery rather than administration.
- Consistent flow of quality new client referrals
- Strong administrative and advice support
- Established and growing business
- Collaborative and down-to-earth culture
- Long-term career progression
- Equity pathway available
- Modern office environment
- Join a business recognised for growth and industry success
To be considered for this position you must have the following:
- Minimum 3 years' experience providing face-to-face holistic advice
- Meet current education and qualified standards requirements
- Strong focus on compliance and due diligence
- Excellent technical knowledge
- Outstanding communication and relationship-building skills
- Team player who enjoys working collaboratively
Equity is absolutely an option in this role, 15% after 12-18 months, with a proven track record of this happening with numerous existing JV's.