Available

Financial Planning Partnership
Newcastle, New South Wales

  • Ref: 130861
  • Salary: (not disclosed)

Play a key role in the building the financial planning base of this firm whilst being provided with the opportunity for an equity partner position This is a multifaceted role in a successful, well-established and growing business with a dynamic and supportive culture.

What We Are Looking For
 

  • An existing Senior Financial Planner, passionate and committed to their craft
  • Someone who is excited about their next move / seeking a different change
  • A variety of backgrounds will be considered but you must have an in-depth knowledge of and experience in investments
  • Exceptional strategic acumen, an outgoing and engaging persona and appropriate qualifications are essential
  • Can accommodate an adviser looking to transition clients or a client book
  • Appropriate qualifications are essential
  • 'Ideally' you will also have an exisiting base of client (however this is not essential)

Interested?

To learn more about this opportunity please contact Mark Witt CA on 0407 006438 or mark@practiceexchange.com.au . 

Alternative please register your interest by clicking on the REGISTER NOW button above. 

 
 

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