Financial Planner - Excellent Bonus + Equity Opportunity

Five Recruitment; Melbourne; On-site; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Bonus

Equity opportunity

Job summary

Five Recruitment in Melbourne is seeking an experienced Financial Planner to join a leading financial services organisation. You will receive referrals, meet clients, analyse needs and propose wealth strategies for accumulation and retirement planning. The role includes substantial support and a path toward equity.

This rare opportunity emphasizes an excellent bonus structure and the potential to progress into equity as you build a valued practice within the firm.

Responsibilities

• Take in referrals of clients, meet with them, analyse their needs and objectives and then suggest suitable strategies for wealth accumulation, pre and post retirement.
• Provide wealth accumulation and retirement planning guidance, with administrative and paraplanning support available.
• Leverage equity opportunity and internal referrals to grow the client base and build long-term relationships.

Job description

Financial Planner - Excellent Bonus + Equity Opportunity

A leading financial services organisation is looking to add to its financial planning team in its Melbourne office. It is a highly unusual opportunity - to be a senior financial planner with a ready built internal referral source, and the opportunity to build into an equity position.

Your responsibilities will be to take in referrals of clients, meet with them, analyse their needs and objectives and then suggest suitable strategies for wealth accumulation, pre and post retirement. Resources will be numerous, with total administrative and paraplanning support. Strong practical experience within direct equities and investments will be advantageous.

This role would suit an experienced planner looking to step outside of a large corporate organisation and build something of value, or an adviser who has nowhere else to grow in his current firm. You find relationship building easy, and conversion of clients enjoyable. You have the all the appropriate qualifications. This is a rare role and upon enquiry you will realise the significance of the opportunity.