NEW!

Financial Planning Partner Pathway
Perth

• Ref: 135346
• Salary: (not disclosed)

Our client is one of Australia's leading integrated accounting and financial advisory firms, with a reputation built over more than 70 years for delivering high-quality advice to privately owned businesses, professionals and high-net-worth families.

As part of the firm's continued national expansion, an opportunity has arisen for an experienced Financial Planner to establish and lead the firm's wealth advisory offering in Perth.

This position forms part of the firm's Partner Pathway Program.

Depending on your experience and current level, you may join as an Associate Partner with a structured pathway to equity, or, where appropriate, commence as an Equity Partner.

This is a long-term leadership opportunity for an adviser who is looking to build a significant advice business within the support of an established national firm.

The Opportunity

Working alongside an experienced partnership group, you'll lead the development of the firm's Perth wealth advisory practice.

The firm already enjoys strong relationships with business owners, medical professionals, high-net-worth individuals and family groups, together with an extensive referral network generated through its accounting and advisory divisions.

This provides an outstanding platform for an experienced adviser seeking access to quality clients rather than relying solely on self-generated opportunities.

The client base includes both sophisticated and wholesale investors, together with retail clients requiring comprehensive financial planning, wealth creation, retirement planning, investment and strategic advice.

You'll have the opportunity to further develop these relationships while building the firm's presence in the Western Australian market.

Key Responsibilities

• Lead the establishment and growth of the Perth Wealth Advisory practice.
• Provide strategic financial planning advice to business owners, professionals and high-net-worth clients.
• Work collaboratively with the firm's accounting Partners to deliver integrated advice solutions.
• Build long-term client relationships based on trust and technical excellence.
• Mentor and develop future advisers as the Perth office grows.
• Participate in the firm's Partner Pathway Program with a clear progression towards equity participation.

About You

This opportunity is likely to suit an experienced Financial Planner, Associate Partner or existing Partner looking to join a larger, well-established professional services firm.

Ideally, you'll possess:

• Relevant financial planning qualifications meeting current Australian regulatory requirements.
• CFP® designation or a commitment to obtaining it (highly regarded).
• A strong technical background across investment, retirement, superannuation and strategic financial advice.
• Experience advising affluent, high-net-worth and business owner clients.
• Excellent relationship management and business development skills.
• A collaborative approach and a genuine interest in becoming part of the firm's long-term leadership team.

An existing client following would be welcomed but is certainly not essential.

What's on Offer

• A genuine pathway to partnership and equity ownership.
• The opportunity to lead the Perth wealth advisory practice of an established national firm.
• Access to an extensive network of accounting Partners and quality referral sources.
• Exposure to a substantial client base, including wholesale, sophisticated and retail investors.
• A collaborative multidisciplinary environment where accountants and advisers work together to deliver comprehensive client solutions.
• Competitive remuneration together with long-term equity opportunities.

Interested?

To learn more about this opportunity in the strictest confidence, please click on the REGISTER NOW button, or contact Mark Witt CA on 1300 722 452 or mark@practiceexchange.com.au.

Alternatively, you can arrange a confidential discussion with Mark at a time that suits you by clicking the link below:

https://calendly.com/mark-777/30-minute-call