Bentley Recruitment is seeking an CSO-ready or Associate Adviser to support a Lead Financial Adviser on delivering high-quality financial advice to clients on the Gold Coast.
You will manage client workflows, help develop strategies and implement advice in a quick-paced, technical setting.
In this role you will draft strategy, modelling and product comparisons, attend client meetings and ensure accurate records.
A pathway to Adviser roles is offered with mentoring and CPD support.
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📌 Mentored Path To Financial Adviser 1 Wfh Day/week Gold Coast (Australia)
🏢 Bentley Recruitment
📍 Australia
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