Manly Financial Services Pty Ltd (MFS) is a successful Financial Planning Practice based on the Northern Beaches and is currently looking to expand its operations by establishing a second office in Sydney, preferably in the CBD, with five Self Employed Financial Advisers, that will eventually scale to ten over the coming years.
We are seeking Expressions of Interest from Financial Advisers that have growing financial planning businesses and know the non-core operations of running their business themselves is affecting their profitability and growth.
They must have consistent values and mindset with our culture and are client centric, willing to invest in their business by outsourcing all their operations and processes, to become more efficient, so they can spend more time developing client relationships.
Manly Financial Services has an outsourced solution that focuses on taking away the non-core operations such as business management, staffing, marketing, IT and cybersecurity, compliance and workflows, allowing the financial planner to do what they do best in delivering financial advice and servicing clients to help them achieve their goals.
Whilst this is an outsourced solution, we are much more than that. We are a fellow financial planning practice that understands the intricacies and challenges ever present in the financial planning industry and a trusted partner that can help you navigate this ever-changing environment.
We see this as a long-term investment and partnership. We see you as part of our future with a potential for equity at a later stage if that is of interest and minimum criteria are met.
The Successful Financial Advisers
You will possess the following qualities, skills, knowledge, and experience:
Qualifications and Requirements
Interested? If this sounds like you, we would love to hear from you. We are currently seeking Expressions of Interest (EOI). Apply today or email email@example.com
If this sounds like you, we would love to hear from you. We are currently seeking Expressions of Interest. You can ‘Apply’ below or send your email or queries to our Business Coach, Cate Americano via email firstname.lastname@example.org All enquiries will be kept confidential.
Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No. 321127) ABN 38 115 806 883 of Australian Financial Services Licensee Futuro Financial Services Pty Ltd (AFSL No. 238478) ABN 30 085 870 015.
Head Office: Suite 105-106, Level 1, 39 East Esplanade, Manly NSW 2095
Manly Financial Services Pty Ltd is a Corporate Authorised Representative (Representative No.: 321127) ABN 38 115 806 883 of Futuro Financial Services Pty Ltd, Australian Financial Services Licensee (AFSL 238478)
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