Be a part of a growing and independent 'family like' financial planning boutique who deliver client centric fee for service advice.
About the company
Our client is an independent boutique financial planning firm who are self-licensed and are growing rapidly. They provide holistic financial advice to a range of clients from wealth accumulators to retirees. Their growth has resulted from client referrals and a number of successful partnerships with accountant firms. Client referrals are endless.
About the role
You will be working alongside a team of experienced financial planning professionals including 5 financial advisers and client services offices, with paraplanning and SoA implementation being done through an offshore office. You will be responsible for meeting and bringing on newly referred clients.