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 rapid-paced, technical environment.
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 (City of Gold Coast)
🏢 Bentley Recruitment
📍 City of Gold Coast
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