About Us

Bentleys Wealth & Financial Services is part of the Bentleys Queensland network. For over 75 years, we’ve built solid relationships through practical, forward-thinking advice - and we take the same approach with our people.

Our wealth management team is committed to helping clients build, protect and manage their financial future through personalised advice and long-term partnerships. We take a holistic approach to financial planning, working closely with our clients and our wider professional services colleagues to deliver tailored strategies that support every stage of their financial journey.

Backed by a strong referral network, an established client base and a collaborative team culture, we provide our advisers with the support, resources and flexibility needed to thrive.

At Bentleys, we believe our people are our greatest asset. We foster a culture of professionalism, collaboration and continuous learning, offering genuine opportunities for career development within a respected and growing business.

About The Role An exciting opportunity has become available for an experienced Financial Adviser to join our growing Brisbane CBD team.

This is an opportunity to become part of an established wealth management business with a strong client base, trusted referral networks and dedicated advice support.

With Advice Associates, paraplanning and operational teams behind you, you'll be well positioned to focus on delivering exceptional client outcomes and growing long-term relationships.

In This Role, You Will

- Manage and develop an existing portfolio of clients
- Conduct client meetings, strategy discussions and annual reviews
- Develop and present strategic financial advice
- Provide advice across superannuation,



retirement planning, investments and wealth creation strategies
- Identify new business and referral opportunities
- Work closely with Advice Associates, paraplanning and operational teams
- Oversee advice implementation and client outcomes
- Maintain high standards of compliance, professionalism and client service

About You You're an experienced Financial Adviser who enjoys building trusted client relationships and delivering practical financial solutions. To Be Successful, You'll Bring

- Relevant financial planning qualifications and eligibility to provide personal financial advice
- Previous experience as a Financial Adviser
- Strong technical financial planning knowledge
- Excellent communication and relationship-building skills
- The ability to explain complex strategies in a clear and practical way
- Strong commercial awareness and a client-focused mindset
- Experience using Xplan or similar financial planning software
- A collaborative approach and commitment to quality advice

Our Perks When You Join Our Team, You'll Enjoy

- Bonus leave in addition to your annual leave entitlement
- Hybrid and flexible working arrangements
- A competitive salary package
- Performance bonus and incentive opportunities
- An established client base and solid referral network
- Dedicated Advice Associate, paraplanning and operational support
- Ongoing professional development and training
- A modern Brisbane CBD office
- A supportive and collaborative team culture

If you are an experienced adviser looking to focus on delivering quality advice, building strong client relationships and growing within an established wealth management business, we would like to hear from you. Apply now!

📌 Financial Adviser – Wealth Management (Brisbane City)
🏢 Bentleys Australia and New Zealand
📍 Brisbane City