Seeking a mature, friendly and professional financial adviser who is looking to buy equity into the firm
About the company
Our client is an independent family-orientated Accounting / Financial Planning firm who have been operating for over 30 years. This opportunity has become available because the principal financial adviser is looking to transition to retirement in the coming years, therefore, he is looking for a successor to takeover the firm's clients and potentially become a equity holder.
About the role
You will be working alongside the principal financial adviser and paraplanner to provide holistic financial advice to existing and newly referred clients from the accounting arm of the business.
Additional key responsibilities include: