Available

Financial Planning
Newcastle, NSW

  • Ref: 72774
  • Price: (POA)
  • Turnover: (not disclosed)

Rare opportunity for an experienced Financial Planner to look after the existing clients, of this niche, high net worth practice. Generous remuneration, career opportunity, "Farmer" opportunity.

Our client, a premium financial planning practice, are currently seeking an experieced Financial Planner to service their existing high net worth client base, in Newscatle.
 
This rare 'Farmer' opportunity, offering strong support, and a broad range of investment options for your clients, could be the career opportunity you have been waiting for.
 
Ideally you will have:
  • Minimum 4 years experience providing quality financial advice to your clients
  • CFP or working towards
  • Experience providing advice to High Net Worth / Ultra High Net Worth clientele
  • Stong SMSF experience
  • Excellent knowledge of trust and estate planning, & relevant laws
 
In return you will be offered a highly competitive base salary, generous commission structure, a friendly positive working environment, an existing, premium client base to service.....
 
To express your interest in this rare opportunity, Follow the "Apply" link below, email your details to Angela@PracticeExchange.com.au, or phone 1300 722 452.

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