14 Oct
|
Bentley Recruitment
|
Gold Coast
14 Oct
Bentley Recruitment
Gold Coast
The Opportunity
Our client is a well-established and rapidly growing financial planning firm with a strong 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 current 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.
Please note only shortlisted candidates will be contacted.
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📌 Financial Adviser (Gold Coast)
🏢 Bentley Recruitment
📍 Gold Coast