A leading and innovative firm based in Sydney is seeking new partners in their 40’s and early 50’s that want to join an established practice that is both profitable and capable of significant growth.
There are currently 2 roles available as equity partners with a 25% interest in the company available on completion of a satisfactory trial period.
The opportunity covers both accounting services and a financial planning practice with its own AFSL including an MDA in its licence.
Applicants must be fully qualified as an AR with a minimum of 8 years’ experience.
Finance is available for the right applicant over a 4-year period, with a 60% deposit up front after an initial 3-month probationary period.
New equity partners would be expected to participate with compliance, business management and licensee obligations of the owner.
This is not just about money, it is about the right person as our people are our most valuable assets, so if you think you are the right person, then talk to us as soon as you can.
Benefits
- Existing practice revenue $1 million net of GST
- Transferring existing clients may reduce cost subject to suitability of client’s fee structure.
- Our existing clients pay between 1% & 1.5% of Funds under Management depending on services provided.
- Existing professional staff maintain the day-to-day operation of the practice and provide support in back-office compliance, product selections and technical experience.
- Office space, technology and phones provided.
- Salary package including superannuation provided subject to your qualifications, experience, and your capacity to add new business.
In all instances, please send your CV to jim@knowledgemaster.com.au.
These are then sent to the senior management for assessment and an interview schedule.