Senior Financial Planner | EQUITY OPPORTUNITY | North Shore



CRG have an exceptional opportunity for a senior financial planner, please call Callan for more information - 0408 865 820 THE FIRM Coastal Recruitment Group have a very lucrative and rare opportunity for someone to join a national leading Financial Planning and Investment firm. Our client has been established since 1999 with the intention of providing premium Financial Planning and Investment solutions to high net worth individuals and self-funded retirees. This firm is committed to excellence, partnering with their clients to secure the achievement of their financial goals based on the cornerstones of their organisation: integrity, knowledge, excellence, and success.

In addition, this outstanding business operates their own AFSL and investment mandates and have built proprietary software to complement their offer. The SOA documents that are produced are of the highest standard and include tax advice. They have extensive referral sources and their model is very appealing to other professional firms in terms of referral work.

THE OPPORTUNITY This opportunity is tailored for a Senior Financial Planner who is in a position to bring their existing client list, and in return will be offered an attractive salary equity inside the firm. All administration, investment, processing, and reporting will be done from head office. The prospective staff member will simply service their clients and engage new referral sources.

There will be a Business Development Manager which will organise all your meetings and tasks. You will be the face of this Sydney operation with your own client base. This is the start of something very exciting and very rare - this firm is not one to look past REQUIREMENTS Minimum 7 - 10 years’ experience Strong holistic technical knowledge On the pathway for FASEA Have an existing book of clients generating fees $120k Hunger to succeed and an interest in growing equity within this thriving group.

A high level of client service ethic WHAT YOU WILL GET Attractive remuneration package equity Full 360 support The opportunity to be part of something over a large scale Run your own office Work-life balance Assist in growing the business The opportunity to work with some of the best operators in the industry MASSIVE OPPORTUNITY FOR SOMEONE TO FASTRACK THEIR CAREER AND PARTNER WITH SOMEONE WHO HAS BEEN IN BUSINESS FOR OVER 20 YEARS. INTERESTED? To discuss this role in confidence, please send your resume and cover letter to;

au 0408 865 820

Coastal Recruitment Group
Share Now


27 May 2020


We're not around right now. But you can send us an email and we'll get back to you, asap.

Copyright © NZRelo™ 2020. All Rights Reserved.

To save this website, tap the button and select Add To Home Screen.

× Tap this message to dismiss.

Forgot your details?