NEW!

Equity Partnership Opportunity – Financial Planning Firm
Sydney, NSW

• Ref: 135183
• Salary: (not disclosed)

Join a long-standing financial planning firm ($800k recurring) with loyal clients and a 5–10 year equity pathway. Perfect for a hands-on planner who values personal, lasting relationships.

A long-established financial planning firm with a highly loyal client base is seeking an experienced financial planner to join as a future equity partner. This opportunity is ideal for a professional committed to building long-term relationships and guiding clients across generations.

About the Firm

• Recurring Revenue: Approx. $800,000, underpinned by a stable and engaged client base.

• Client Relationships: Multi-generational family groups, many of whom have been with the firm for decades.

• Service Style: Personalised, proactive, and accessible – the firm prides itself on being approachable and “hands-on” rather than transactional.

• Technology: Uses the Macquarie WRAP platform to deliver streamlined, client-focused services.

• Transition Plan: Current principal is looking to gradually transition out over the next 5–10 years, with a staged equity sell-down on offer.

The Ideal Candidate

• An experienced, dedicated financial planner with a strong client focus.

• Looking for a long-term career pathway – not short-term gain.

• Comfortable being directly engaged with clients’ goals and objectives, and able to continue the firm’s tradition of personal service.

• A capable professional who will both protect and enhance the legacy of the practice.

The Opportunity

This is more than a job – it’s a pathway to ownership in a well-regarded, enduring firm. With strong recurring revenue and deep community ties, the practice offers stability, growth potential, and the support of a principal who is committed to a progressive and orderly succession.

Interested?

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.