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Office space & business proposal for Certified Financial Planner

Office space & business proposal for Certified Financial Planner

Back Office Hero Pty Ltd

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Remote

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JOB OVERVIEW

We have a purpose built financial planning office to let. We are after a planner wanting to commence his/her financial planning business career within a joint equity arrangement. We offer back office services based on Xplan and outsourcing that we wish to marry with front office/client experience. Based in Pymble, Sydney.

ABOUT US

Back Office Hero Pty Ltd provides back office consulting services to planning pratices Australia wide. We create efficiencies to drive profitability allowing the planner/owner to grow client numbers.

REQUIREMENTS

Willing to build a financial planning business with our assistance in the back office. Must have Xplan experience and be CFP and FASEA completed.

Contact

mark.lewin@backofficehero.com.au