Available

Merger Opportunity | Financial Planners and Risk Specialists
Newcastle, NSW

• Ref: 134924
• Salary: (not disclosed)

Our client, a quality financial advisory firm, is actively seeking a financial planner or risk writer with an existing client book, aiming to propel their career and income to new heights. This is an opportunity for motivated individuals to join a team that values innovation, integrity, and client success.

About Our Client:

Situated in a prime location, our client operates at the forefront of the financial planning and risk management industry. Renowned for delivering bespoke financial strategies and solutions, they cater to a diverse clientele, aiming to simplify the complexities of financial planning. With a solid foundation built on trust, expertise, and unparalleled service, they are now poised for an exciting phase of growth and expansion.

The Opportunity:

This role is ideally suited for financial planners or risk writers who possess a small but valuable client book and are eager to advance their professional journey within a supportive and thriving environment. Our client offers a unique platform where your entrepreneurial spirit and dedication to client service can flourish. As part of an ambitious growth strategy, you will have the opportunity to significantly enhance your career trajectory and financial remuneration.

What Our Client Offers:

• A dynamic and inclusive culture that encourages innovation, teamwork, and continuous learning.
• A clear path for career advancement, supported by comprehensive training and development programs.
• Access to a wide array of financial planning and risk management resources, tools, and technologies.
• The opportunity to work with a team of highly skilled professionals committed to excellence and client satisfaction.
• A competitive compensation package, reflecting your capital contribution and contribution to the firm's success and growth.

Ideal Candidate Profile:

• Licensed financial planner or risk writer with a fee base of $150K+ and a proactive approach to client management and business development
• Demonstrated ability to maintain and grow a client book through effective relationship building and exceptional service delivery.
• Strong analytical skills, with the capacity to develop and implement strategic financial plans that align with clients' goals.
• Excellent communication and interpersonal skills, fostering collaboration within the team and with clients.
• An unwavering commitment to ethical practice, professional development, and client-centric solutions.

Next Steps:

This is a pivotal moment to align your career with a firm that is committed to creating lasting impacts in the lives of their clients while offering you a pathway to significant professional growth and financial achievement. Interested in knowing more? If so please contact Mark Witt CA at mark@practiceexchange.com.au or 1300 722 452 or register your interest 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.