Description: Established, reputable Financial Planning practice. Take over an exisiting book of clients & manage all new client referrals from an Accounting JV
29 days ago
Description: Work in a very established business with the view to take over from a retiring partner and purchase his equity over time. Work life balance available!
3 days ago
$160,000
a year
Description: Holistic advice practice with excellent compliance. Take over a portfolio of exisiting & loyal clients. No new business targets. Flexible hybrid model
7 days ago
$120,000
a year
Description: Take over an existing portfolio of clients ongoing advice clients. Join a business that care about existing clients just as much as new clients
29 days ago
Description: An award-winning integrated financial services business looking for a passionate CSO. CBD, WFH 2 days/ week!
18 days ago
Description: Established Financial Planning firm. Take over clients from retiring Partner & manage all new client referrals from Accounting JV. Equity opportunity
18 days ago