Financial Advisor - Fully Funded Equity

Job Type: Full time
Salary: Salary plus large equity portion available
This business is a highly reputable Financial Planning firm that has been servicing clients for over 40 years in the local community.
They have a rare and exciting opportunity for a qualified financial planner to join their team with the view of taking over a large portion of equity from the main partner who is retiring.

Your role will be responsible for the provision of holistic advice to a broad range of clients including retirement & investment planning, wealth creation, income streams, taxation, estate planning, superannuation, SMSFs, and a large portion of Aged Care.
You will develop and sustain long-term relationships and ensure your advice is fully compliant with all legislative and AFSL requirements.

Your main focus will be servicing an existing portfolio of clients from an exiting Advisor; however, it is expected that you will also produce new business revenue organically, as the business does receive a lot of new client referrals weekly.

Minimum Requirements:
You must have at least 5 years experience as a Financial Planner Ideally, you would have experience with Aged Care advice, but if not, you will be open to taking on the challenge of being the office specialist Tick all FASEA boxes (or be very close to) Focused on due diligence and compliance Excellent technical knowledge Team player Motivated and passionate about financial planning A desire to purchase (fully funded) equity #J-18808-Ljbffr