Associate Adviser with ref.

This is an excellent opportunity for an Associate Adviser to join a well established firm, who have an outstanding local presence and an exceptional reputation for quality. Based in Brisbane CBD, you will be working alongside the lead adviser providing on-going holistic advice, as well as supporting the office. Progression into an adviser role is offered for the right candidate.

Roles & Responsibilities:

Prepare and conduct reviews for existing clients
Provide competent financial planning advice for individual client needs
Write compliant and comprehensive advice documents (ROA's/SOA's)
Support planners with professional and accurate reviews
Review and undertake insurance renewals
Monitor and maintain various investment platforms
Maintain and update database with file notes
Liaise with product and fund managers

About you:

Experienced with complex strategies, insurance, Centrelink and multiple entities
Authorised rep status, registered with ASIC (not open to those still needing to complete professional year)
Have met FASEA requirements or be working towards
Experience dealing with holistic financial advice
Able to complete and support some paraplanning
Excellent communication and time management skills

Salary is dependant on experience ranging from $80k to $95k + super.

Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.

scott@bentleyrecruitment.com.au
07 3229 8020; 0468 4960 46
LinkedIn: https://www.linkedin.com/in/scott-munro187/

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs