Experienced Financial Planner needed to take over an existing client base and referral relationships and grow the business.
This is a boutique firm with their own AFSL and offices in Sydney and Melbourne. They are looking for an experienced Financial Planners to join their Sydney office. You will be working with an existing client base and referral partners and will also be encouraged to develop new clients for the business.
In this role you will be dealing with a broad range of clients, ranging from wealth accumulators to retirees, providing full holistic advice on their financial planning needs. You will be provided with full paraplanning and administration support and will be given a strong base salary, with the ability to earn substantial bonuses on top.
You will need a minimum of two years experience as a Financial Planner and will be DFP qualified as a minimum with some progression towards ADFP / CFP an advantage.
This is a great opportunity to join a reputable and lucrative business with unlimited bonus potential.
To express your interest in this or similar roles please contact Bethan Harris on 02 9247 5655, send your CV to bethan.harris@whmarkssattin.com or apply directly through the website.
