Manage the referrals being provided by numerous accountants Large, established client base Attractive base with strong performance incentives
This boutique to medium sized Financial Planning/Asset Management firm as won numerous awards such as Practice of the year, and Best Young Advisor. This firm prides itself on delivering quality advice to a wide range of clients, including business owners and HNW individuals. They are currently expanding their offering to the market and as such require a Holistic Financial Planner to convert the leads provided by accounting firm.
As a qualified Financial Planner you¹ll have the ability to advise on a wide range of strategies, including SMSF’s. This organisation has a great reputation and exceptional relationships in place with Accounting business across the state, so you are not expected to be a rain maker, just a good converter of leads
Building upon a strong brand name, you¹ll provide clients with a deep insight into wealth management solutions, providing credible advice and tailored financial strategies. .
A holistic approach to Financial Planning and tertiary qualifications are essential. With an established team of Para Planners and Client Service Officers this role is ideal for a Financial Planner who is focused on business development and do not wish to write any of their own plans
For more information, or a confidential discussion please contact:
Kiera Brown Principal Consultant FS Recruitment Solutions
www.fsrecruitmentsolutions.com.au
kbrown@fsrecruitmentsolutions.com.au 0409598111