senior financial planner accounting/advice 100k in Sydney CBD

Sydney CBD, New South Wales
job type
AU$ 90,000 per year
reference number
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job description

Senior Financial Planner Accounting/Advice 100K

Opportunity to work for a well know Brand in a team environment focusing on long term relationships. Solid base salary plus bonus with full paraplanning support.

  • Leading Accounting FP Group
  • CBD Based
  • Full Compliance and Paraplanning Support

The Company

Mid size boutique business is a strong growth and acquisition stage. This business has new business teams, retention teams as well as paraplanning and compliance support. Based in the CBD they are looking to replace a Senior Financial Planner on the team. Great culture and team environment.

The Role

You will be working in a team of New Business Advisors and beside a team of Retention advisors. Your referrals will be coming from all areas within the business as well as a large database. An top commission structure is in place from the start and you have a very realistic opportunity to have equity stakes in new financial planning practices purchased by the firm. This is a great chance for you to be part of a growing Practice with the certainty that it will be a business you own if you work hard enough.

You will be supported with a good base salary as well as paraplanning and compliance support.

These opportunities do not come around often. Financial Planning Education will also be paid for by the company.

Your Experience

You have a bare minimum of 2 years financial planning experience

Minimum or RG-146 but ADFP and CFP highly preferred

To apply online, please click on the appropriate link. All applications will be strictly confidential. Alternatively, please contact Scott Sherwood on

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