Description

Financial Planner (Transition to equity from retiring partner)
 
Our client is a fantastic Financial Services company with a proven track record and growing.

Currently looking for a Financial Planner due to a retiring partner
 

About the role:

Team of 10+
Office based role
Nice office / open plan
Team events quarterly
Path to partnership (Equity and banks ready to finance the ownership)
80 clients handed over due to retiring partner
1.5m recurring revenue (Advice + 400k insurance)
HNW clients and younger professionals
3 to 4 client leads per week to be closed
5+ Years experience
Full support in place

About you:

5 to 10+ years’ experience as an Adviser
High attention to detail
Ability to multitask and good organisational skills

Salary is dependent on experience, starting from $140k to $150k + Super + BONUS

Please send CV to david@berrittaconsulting.com.au