Available

Senior Financial Adviser | Established Client Portfolio | Genuine Pathway to Equity
Sydney Northern Beaches

• Ref: 135364
• Salary: (not disclosed)

An established and successful financial planning practice on Sydney’s Northern Beaches is seeking an experienced Financial Adviser to take responsibility for a substantial existing client portfolio, with the opportunity to progress into equity ownership.

This is not a role requiring an adviser to build a client base from scratch.

The successful candidate will assume responsibility for an established portfolio of approximately 70 client groups, generating around $600,000 in annual fees, of which approximately $500,000 is recurring revenue.

Importantly, however, the role is broader than client servicing alone.

The practice has developed substantial referral networks across a number of professional and commercial sources, creating a strong platform for continued growth. Those relationships need to be actively nurtured, developed and converted into new client opportunities.

Accordingly, the practice is looking for someone who has demonstrated capability in business development, relationship building and practice growth.

A candidate who can show a track record of developing referral relationships, generating new business and helping expand an advisory practice will be highly regarded.

The Opportunity

The position offers:

• An established portfolio of approximately 70 client groups
• Approximately $600,000 in annual fees under management
• Around $500,000 in recurring revenue
• Very attractice remuneration package
• An established Northern Beaches practice and client base
• Access to significant existing referral networks
• The opportunity to develop those referral relationships and generate additional new business
• A genuine pathway to equity ownership
• The opportunity to play a meaningful role in the firm's longer-term growth and succession strategy

The practice would also welcome discussions with an adviser who has an existing small client book or portfolio that could potentially be brought into the business, although this is not essential.

The Person

This opportunity is likely to suit an experienced Financial Adviser who combines strong technical and client relationship skills with a genuine business-building mindset.

You should be comfortable taking responsibility for established client relationships, but equally important will be your ability to develop new relationships, work with referral partners and contribute to the continued growth of the practice.

Ideally, you will be able to demonstrate:

• Strong experience managing high-value financial planning relationships
• A successful track record in business development
• The ability to build and maintain productive professional referral relationships
• The confidence to convert referral opportunities into new client engagements
• Commercial awareness and an interest in helping grow the broader business
• The capability and ambition to ultimately operate at an equity-owner level

You may already be a senior adviser looking for an ownership opportunity, or you may be working within a larger organisation where the pathway to genuine equity is limited.

The key distinction is that the practice is looking for someone who wants to help build a business, not simply manage a portfolio.

A Longer-Term Opportunity

For the right person, the attraction of this role extends well beyond the remuneration.

It represents the opportunity to join an established financial planning business, inherit a meaningful existing revenue base, develop substantial referral opportunities and work towards becoming an equity participant in the practice.

For an adviser with the right combination of client management skills, commercial drive and business development capability, this is an opportunity to become an important part of the firm's next stage of growth.

All enquiries will be treated in strict confidence.

Next Steps

If you’re ready to take the next step in your career and explore the opportunity to secure an equity position within a highly regarded firm, I’d be pleased to have a confidential discussion with you.

Contact Mark Witt CA at mark@practiceexchange.com.au or on 1300 722 452, or simply register your interest on this page and I’ll contact you directly.

Alternatively, click the link to book a confidential call with me at a time that suits you.

All enquiries will be treated in the strictest confidence