06 Oct
|
Bentley Recruitment
|
Harman
06 Oct
Bentley Recruitment
Harman
Job Description
Bentley Recruitment is seeking a skilled financial planning qualified 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 (Harman)
🏢 Bentley Recruitment
📍 Harman