Financial Planner –130K
- Book to inherit
- Colloborative, Professional Environment
This business is independent and works collaboratively to give the best results for their clients. They have both HNW as well as UHNW clients. They have a great research team making sure they are supporting their clients with the best possible strategies. They have an Accounting business, a mortgage broking business as well as a financial planning business with referalls coming from all parts of the business.
Due to two advisors moving on to start their own business, a vacancy has opened up to work with the two directors. The role will involve working with different types of strategies . They do a lot of small business advising, structuring, tax, CFP level clients, trust beneficiaries and cash flow management. While the business has solid centres of influence and runs seminars to drive referrals, you will be expected to build upon the current revenue stream and develop your own.
You have at least 4 years financial planning experience
To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood at Scott.Sherwood@randstad.com.au
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background....