• Expand your existing business with these Accounting partnerships!
• Join a Dealer Group with a tailored offering to Best meet your needs!
• Unrivalled use of Technologies and Service Offerings!

Our Financial Planning client has had great success placing Financial Planners into Accountancy Relationships both 'in-house' and through direct referrals into their businesses. 

They have now reached the enviable stage where they have run out of Adviser capacity to service any more Accountant partners and so require professional, experienced and client-focused Advisers looking for opportunities to build their professional practices by working with these Accountants.

This might mean placing you within a local Accountancy Practice, or you might work in your own business for several Practices; you may operate under you own brand, our client brand, or even co-brand - whichever is best for you.

This Dealer Group looks for professionals in the areas of Financial Advice, Wealth Creation, Retirement Planning, Investments, Personal and Corporate Superannuation, Personal Risk, Business Risk and Health Insurance, Home, Commercial and Investment Loans, Car and Equipment Finance, Personal and Business Estate Planning.  Hence, there are also opportunities to call in experts in areas outside your own specialities.

On offer are Practice Development Services to help define your long term vision for your business, client segmentation and fee differentiation concepts, marketing plan support, sales, seminar and client interview skills training, Xplan training, development and customisation (plus other training and tools to ensure efficient SoA production), transitioning clients, business succession planning, acquisition advice plus business management and management accounting assistance.

To find out more please send your resume and any covering letter (in MS Word format), in confidence, to Trevor Punnett, eJobs Financial Planning Recruitment (02 9221 6221) using the 'Apply' button. All applicants will be responded to directly.

- CELEBRATING 12 YEARS OF FINANCIAL PLANNING RECRUITMENT!
- FOUNDER MEMBER CAREERSMULTILIST
- MEMBER RCSA

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