Our client is a boutique, local, privately owned, Financial Planning Practice.  They have established an excellent track record in the local community and have blue-chip clientele who are looking for genuine wealth management and risk management strategies. &nb sp; The overriding ethos of this business is to provide a full, financial strategy that focuses on the priorities of the individual. This is not a product representation role. 

Our client sees Financial Planning as a genuine profession that will encompass the client\'s lifestyle for decades to come.  As such, Fee for Service has become the standard and preferred offering to clients.

Whilst it is imperative that you possess all the qualifications required to meet the industry regulations i.e., RG 146 and DFP 1 through to 8, your ultimate success will be in your ability to take a holistic, strategic approach to advice, including but not limited to Superannuation, Investment, Risk, Succession Planning and Cash Flow Management.  

Full administrative support will be provided by an experienced team of professionals, including Paraplanners.  

This is a fantastic opportunity for a successful Planner wishing to progress their career to the next level.  Your experience in boutique or independent practices, sufficient to transition into a progressive, respected, financial services provider, will be rewarded with a competitive base salary and attractive bonus potential. Equity will be on offer for the right person after a period of time.

To apply, please send your application to JP Smith Recruitment & HR via apply@jpsmith.com.au. Quoting reference number 202111.  For more information please  contact Jamie Smith on 0427597000.