The Opportunity

Our client is a well-established and rapidly growing financial planning firm with a solid reputation for delivering holistic, fee-for-service advice. With a team of more than 100 professionals across multiple offices, the business has built a highly collaborative environment where ambitious advisers are supported to develop their careers and achieve their goals.

Due to continued growth, an opportunity has arisen for an experienced Financial Adviser to join the Brisbane team.

This role is ideal for an adviser with 2+ years of advice experience who is looking to step into a supportive environment with genuine opportunities for growth.

You'll inherit an existing portfolio of clients while also being encouraged to build your own network and develop new business opportunities.

Key Responsibilities

- Provide holistic financial advice across investments, superannuation, retirement planning, personal insurance and estate planning
- Conduct client meetings and develop tailored advice strategies aligned to client goals
- Manage and grow an existing portfolio of clients
- Deliver ongoing review and service commitments in a timely manner
- Build long-term client relationships based on trust and professional expertise
- Generate new business through referrals, networking and professional relationships

About You To be successful in this role, you will ideally possess:

- Minimum 2 years' experience as a Financial Adviser
- FASEA approved qualifications and relevant authorisations
- Strong technical knowledge across wealth management and financial planning




- Excellent communication and relationship building skills
- A proven ability to develop and maintain client relationships
- High levels of professionalism, integrity and client focus
- Experience using Xplan or similar advice software

What's On Offer?

- Existing client book provided
- Discretionary bonus structure
- Established referral pathways and support network
- Dedicated administration, paraplanning and advice support functions
- Flexible start and finish times
- Ongoing professional development and study support
- Structured career progression pathways
- Collaborative and high-performing team culture
- Regular social events, wellbeing initiatives and team-building activities

About the Business Our client is an established financial planning practice with a strong growth trajectory and a vision to become a leading national advice business. The firm provides holistic, fee-for-service financial advice to a broad client base ranging from accumulators and families through to business owners and complex high-net-worth clients.

The culture is a genuine standout. The business invests heavily in its people, provides clear development pathways and rewards performance, making it an attractive environment for advisers looking to grow both professionally and personally.

How to apply

Click APPLY or contact Scott Munro on [0468 496 046](tel:0468 496 046) for a confidential discussion. You can also email your resume to [email protected]

Please note only shortlisted candidates will be contacted.

📌 Financial Adviser (Gold Coast)
🏢 Bentley Recruitment
📍 Gold Coast