Be a part of a growing and independent 'family like' financial planning national firm who deliver client centric fee for service advice.
About the company
Our client is an independent self-licensed financial planning firm with a national presence. They have offices in Sydney, Melbourne and Perth. They provide holistic financial advice to HNW clients at their Sydney CBD office. Their growth has resulted from client referrals and successful partnerships with external partners.
About the role
You will be working alongside a national team of experienced financial planning professionals including senior financial advisers, paraplanners and client services offices. You will be responsible for servicing an existing book of 50-70 clients, meeting and bringing on newly referred clients.