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Senior financial adviser / financial planner – brisbane

Brisbane
Permanent
Cdmguru
Planner
Posted: 4 February
Offer description

SENIOR FINANCIAL ADVISOR / FINANCIAL PLANNER – BRISBANE UPDATED 26TH JAN SENIOR FINANCIAL ADVISOR / FINANCIAL PLANNER – THINKING OF RETIRING OR SELLING? BRISBANE (Job ID 830) Are you retiring soon but want your clients in trusted hands? Are you thinking to sell your book of business and ensure a smooth transition? Are you interested of partnering with a firm that shares your values? Our client is a long-established Financial Planning firm operating in partnership with a highly successful accounting practice that’s been trusted by clients for over 60 years. With multiple offices and more than 100 staff across its divisions, the group has built a strong reputation for delivering exceptional financial advice and helping clients from all walks of life achieve their goals. As part of their ongoing growth strategy, the firm is expanding its newly established Brisbane Financial Planning division and is open to several options: Hiring a Financial Advisor with an existing client book Purchasing a parcel of fees (up to approximately $1M as a guide) Acquiring a small financial planning practice This is an ideal opportunity for a sole practitioner considering retirement or succession or someone looking to join a respected, well-resourced team that offers stability, scale and continued client care. SENIOR FINANCIAL ADVISER - BRISBANE OFFICE OF QLD MULTI OFFICE FIRM (Job ID 976) Do you want to focus on advising clients, not administration? Are you looking for $200K OTE with a clear pathway to equity? Do you want to deliver holistic advice within a fully integrated wealth firm? This is an opportunity for an experienced Financial Adviser to join a well-established, boutique financial planning firm with its own AFSL and a fully integrated wealth model. You will manage an existing client book and deliver holistic advice across superannuation, investments, retirement, SMSF, estate planning, and lending, supported by dedicated paraplanners and in-house specialists. With $200K OTE, flexible working, and a clear pathway to equity, this role is ideal for an adviser seeking long-term career growth with less administration and more client impact. Note: To be eligible, candidates must have experience in an Australian public practice firm & be at least a Permanent Resident in Australia. These positions are based in Australia; therefore, only Australian or NZ citizen, Australian Permanent Residents with Australian Taxation experience will be considered. ​​​ HOW TO APPLY Submit your résumé in a word document (not PDF) format and application letter now by clicking the ' Apply To This Job ' button. For inquiries regarding this or other positions, we invite you to contact us directly on 07 5573 4215. Confidentiality is assured – Your application will be handled according to our Privacy Policy: Protecting the privacy of candidates, clients and other users

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