Available

Business and Career Growth Opportunity for Financial Planner
Parramatta, NSW

• Ref: 134923
• Salary: (not disclosed)

Are you a financial planner or risk writer with a small client base, seeking to rapidly elevate your career and income? Join our client, a forward-thinking financial advisory, as you embark on an exciting merger opportunity designed to fast-track your professional journey.

Our client stands at the forefront of integrated financial advisory services in Sydney. Established in 2015, our firm boasts a diverse service offering, including accounting and tax, advisory CFO services, wealth management, insurance, lending, and finance. With a dynamic team of 50+ professionals serving over 2000 client groups, they have achieved a robust turnover of $15M+. With a visionary growth plan supported by a dynamic capital partner, our client is on a strategic path to expand their revenue to $40M, emphasising strategic mergers to foster this growth.

The Opportunity:

We invite you to consider a merger with our client's thriving practice. This venture is more than a business integration; it’s an opportunity to join a collaborative ecosystem where your distinctive brand identity and client relationships are not only recognized but celebrated. Our client is dedicated to establishing significant hubs across Sydney, providing a unique platform to tap into new markets, employ advanced technology, and engage with a community dedicated to best practices.

What's on Offer:

• A pivotal role in a fast-expanding, fully integrated financial advisory firm with ambitious future prospects.
• Strategic support throughout the transition and integration process, facilitated by our client and their capital partners.
• A nurturing environment that prizes integrity, teamwork, and innovation, fostering both personal and professional development.
• Enhanced access to a wide client base and a comprehensive suite of financial services, elevating your capability to fulfill client needs.
• An attractive compensation model, inclusive of profit sharing and a well-defined succession plan.

Ideal Candidate:

• Licensed financial planner or risk writer with a small to medium but active client book ( note larger clients bases will be considered).
• Ambitious professional eager to accelerate their career and income.
• Commitment to ethical practice, client-centric service, and continuous improvement.
• Willingness to embrace change and contribute to a shared vision.

Next Steps:

Are you looking to embrace this unique opportunity to merge your practice and play a pivotal role in our journey towards becoming a leading mid-tier financial advisory firm in Sydney. If so please contact Mark Witt CA at mark@practiceexchange.com.au or 1300 722 452 or register your on this page and I'll call you. Alternatively, please click on this link to book a call with me.  Please note your enquiry will be treated in the utmost confidence.