Together the opportunities and growth created will allow for the most lucrative partnership which in turn would produce an inherited book to build from. The right candidate would need to have come from a corporate environment with an RE5 and class of business qualification (Investments) with paraplanning experience who is eager to move into a Wealth Planner position. The job is a hybrid of Administration, Reviews, Client Care along with New business procurement. This is perfect stepping stone to being an Independent Financial Advisor