Driftwood Group

Associate Financial Planner | Got the moves?

Dance to a new Tune in Financial Planning with this prestigious firm in the CBD (and Parramatta too). No-one seen the things you do before? Perfect!

  • Specialist Boutique Advisory Firm – Sydney CBD & Parramatta Offices
  • Professional Environment with Great Career Progression
  • Customised, Creative Financial & Investment Solutions for a Diverse Clientele

They say oh my god I see the way you shine
Take your hand, my dear, and place them both in mine
You know you stopped me dead when I was passing by
And now I beg to see you dance just one more time…

Everything is a bit of a dance these days – rat-race, commuter-belt, time-saving, cost-cutting, start-up, meet-up, mash-up, dump-truck.

But you love dancing, right?

If you feel like you’ve got moves that no-one has seen before, have RG146 certification and are looking for a place to shine, then this prestigious firm with Sydney CBD and Parramatta offices might be just the place for you.

Working closely with a fully qualified planner and more senior team mentors, this is an opportunity to rise speedily with a boutique firm working in the HNW space.

They align with a broad range of clients to provide specialist advisory and financial well-being consultation, helping people thrive across their life and into retirement.

If you know XPlan, have worked with clients and other planners at Associate level, providing Statements of Advice and the like, then you’re halfway there.

But what you really need is a place to make your own – a place you can shine brighter and not go overlooked in a sea of employees.

A place you can bring your moves that no-one has seen before…

Sound like you?

Oh my I, I like your style!

APPLY NOW – Join the team below:

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Alex Kelly

Alex Kelly

Alex is a Director at Driftwood Group | Occasional Recruiter | Amateur Wordsmith | Career Interventionist