The Opportunity:

There is an excellent chance for an experienced financial adviser to join a fast growing advice practice in Brisbane. They provide holistic financial advice with a focus on superannuation, personal insurance, cash flow management and investments.

This opportunity is well suited to an adviser with 2+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth.

Benefits:

- Substantial existing client base and new leads provided
- Join a business that is growing and acquiring books
- Streamlined processes and full back office support provided
- Earn excellent bonuses - OTE $200k+
- Fun and social team culture
- Finish at lunch every Friday

Duties and Responsibilities:

- You will be provided with existing clients, and new client leads to onboard
- Manage a book of ongoing service clients with a focus on superannuation, personal insurance and investment advice




- Continue to grow your client base - clients will be allocated to you as the firm continues to acquire businesses
- Provide an excellent level of client service
- Work collaboratively with in-house paraplanning and admin staff

About you:

- Completed FASEA educational requirements
- 2+ years experience as an authorised financial adviser
- Xplan experience
- Experience providing advice on superannuation, personal insurance and investments
- Confident and experienced at handling leads and onboarding new clients
- Well presented and excellent communication skills
- Able to work in a fast paced environment

How to apply:

If you're interested please send your CV to Rohan Dooley at [email protected]

If you would like to discuss this or other opportunities, please call Rohan on07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs

Only shortlisted candidates will be contacted.

📌 Financial Adviser (Australia)
🏢 Bentley Recruitment
📍 Australia