NEW!

Financial Planning Partner Pathway
Adelaide

• Ref: 135348
• Salary: (not disclosed)

An outstanding opportunity exists for an experienced Financial Adviser to join one of Australia's leading integrated accounting and financial advisory firms as it expands its presence into South Australia.

With more than 70 years of history and established operations across three states, our client has developed an enviable reputation for providing sophisticated advice to business owners, professionals, family groups and high-net-worth clients.

The firm is now establishing an Adelaide office and is seeking a senior Financial Planner to lead the growth of its South Australian wealth advisory practice.

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

Depending on your experience, you may join as an Associate Partner with a defined pathway to equity, or commence directly as an Equity Partner.

The Opportunity

This is a genuine leadership position with the opportunity to build a substantial advice practice supported by one of Australia's most respected multidisciplinary firms.

You'll have access to an established referral network generated through the firm's accounting and advisory divisions, together with relationships across business owners, professionals and high-net-worth families.

The client base includes sophisticated and wholesale investors, together with retail clients seeking strategic financial advice across investment, retirement, superannuation and wealth creation.

Working closely with the national partnership group, you'll lead the Adelaide wealth advisory practice while helping shape the firm's long-term growth in South Australia.

About You

We're interested in speaking with experienced Financial Advisers who are ready to take the next step towards partnership.

Ideally, you'll possess:

• Current financial adviser qualifications meeting Australian regulatory requirements.
• CFP® designation (or working towards it) would be highly regarded.
• Membership of the Financial Advice Association Australia (FAAA) or an equivalent professional association.
• Experience advising affluent, high-net-worth and business owner clients.
• Strong technical capability across investment, superannuation, retirement and strategic financial planning.
• Excellent relationship management and business development skills.

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

What's on Offer

• A genuine pathway to partnership and equity ownership.
• The opportunity to establish and lead the Adelaide wealth advisory practice.
• Access to quality referral opportunities through an established multidisciplinary firm.
• Existing client relationships and a strong professional network.
• National support, modern technology and collaborative specialist teams.
• Competitive remuneration with long-term equity participation.

Interested?

For a confidential discussion about this opportunity, click on the REGISTER NOW button, or contact Mark Witt CA on 1300 722 452 or via email at mark@practiceexchange.com.au.

Alternatively, you can schedule a confidential discussion with Mark at a time that suits you here:

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