Position Filled

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)