Associate Financial Planner - Wealth Strategy & Growth (Canberra)

Associate Financial Planner - Wealth Strategy & Growth (Canberra)

29 Sep
|
Bentley Recruitment
|
Canberra

29 Sep

Bentley Recruitment

Canberra

Job Description

Bentley Recruitment is seeking a skilled financial planning skilled to join a close-knit team in Canberra. You will support advisers with quality advice preparation, research and technical analysis across superannuation, investments, retirement planning, insurance and wealth creation.

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Responsibilities include analysing client data, developing tailored strategies, preparing SOA/ROA documents, building financial projections and liaising with clients and advisers.

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📌 Associate Financial Planner - Wealth Strategy & Growth (Canberra)
🏢 Bentley Recruitment
📍 Canberra

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