NEW!
Financial Adviser – Equity Partnership & Succession Opportunity
Brisbane CBD
- Ref: 135390
- Salary: (not disclosed)
Established Client Portfolio | Internally Funded Equity Buy-In | Genuine Pathway to Ownership.
An established, independent financial planning firm based in Brisbane CBD is seeking an experienced financial adviser to join the business, progressively transition an existing adviser's client portfolio and work towards equity ownership.
Importantly, the opportunity includes an internally funded equity buy-in arrangement, removing the need to secure conventional external bank finance to fund the agreed acquisition.
This is an opportunity for an adviser looking beyond a conventional salaried position towards a long-term future as an equity participant in an established financial planning business.
The Opportunity
With a senior adviser planning retirement, the firm is seeking a suitably experienced adviser to progressively assume responsibility for an established portfolio of financial planning clients.
The successful candidate will benefit from an orderly client transition, the support of the existing professional team and access to established business systems and administrative infrastructure.
The intention is to provide continuity for existing clients while creating a genuine opportunity for the incoming adviser to build a meaningful ownership interest in the business.
The firm has a longstanding presence in the financial advice industry, established client relationships and recurring advice revenue, providing a solid foundation for the incoming adviser's future.
An Internally Funded Pathway to Equity
A particularly attractive feature of this opportunity is the proposed internally funded equity buy-in arrangement.
Rather than requiring the incoming adviser to obtain conventional external bank finance to acquire an equity interest, the firm intends to facilitate an internally funded ownership transition.
For an experienced adviser with the right professional capabilities, commercial outlook and commitment, this offers a practical pathway towards becoming a shareholder in an established financial planning business.
Why Consider This Opportunity?
Established client portfolio: Progressively assume responsibility for an existing portfolio of financial planning clients through a structured succession process.
Genuine equity opportunity: A pathway towards becoming a shareholder in an established financial planning business, with potential progression to directorship.
Internally funded buy-in: An opportunity to acquire equity without having to arrange conventional external bank finance.
Established infrastructure: Benefit from existing business systems, administrative support and an experienced professional team.
Opportunity for growth: Develop the existing client base, attract new clients and participate in the firm's future development.
About You
We are seeking an experienced, appropriately qualified financial adviser who has demonstrated an ability to develop, manage and retain strong client relationships.
You will have the professional maturity, interpersonal skills and commercial judgement required to successfully transition an established client portfolio, together with a proven ability to attract new clients and generate sustainable business growth.
Equally important is your ambition to build a long-term future within an established business and progress towards equity ownership.
Advisers with an existing client portfolio are particularly encouraged to enquire.
The firm would welcome discussions with advisers who have an established client base that could potentially be transitioned into the business.
While an existing portfolio would be highly regarded, it is not essential. The emphasis is on identifying an experienced adviser with the right professional capabilities, commercial outlook and commitment to the firm's longer-term future.
Confidential Enquiries
If you're an experienced financial adviser considering the next stage of your career, particularly one involving equity ownership, I'd welcome the opportunity to have an initial confidential discussion.
There are three ways to explore this opportunity:
1. Arrange a confidential Zoom meeting
Click here to book a Zoom meeting with Mark Witt
2. Arrange a confidential telephone conversation
Click here to book a telephone call with Mark Witt
3. Register your interest through this listing
Alternatively, simply click the Register Now button on this page to register your interest, and I'll be in touch personally.
All enquiries will be treated in strict confidence.
Mark Witt CA
Practice Exchange Australia
Telephone: 1300 722 452
Email: mark@practiceexchange.com.au
Specialists in professional practice sales, mergers, succession and equity partnerships.
