Associate Adviser

• Excellent opportunity for career progression

• Shadow and learn from the lead adviser

• Become a future adviser within the company

Our client is a highly reputable financial planning firm having been in operation for over 50 years, with offices in multiple locations across Australia. 

Due to continued growth and success in their office, they are seeking an Associate Adviser to join their team. Working alongside one of the lead advisers, you will assist in providing insurance advice to their extensive client base. This is a fantastic opportunity for someone looking for mentorship and career progression, with the opportunity to grow into a Financial Planner position.

Benefits:

• Future opportunity to become an adviser within the firm

• Great mentorship and progression

• Parking available on site

• Excellent team culture with a social, fun, positive environment

• Prefer to promote within

Duties & Responsibilities:

• Work closely with the senior adviser

• Attend client meetings

• Assist adviser with managing their client book

• Develop strategies and assist with presenting strategies to clients

• Be handed your own clients over time, and take on your own clients

• Willing to assist with support work and paraplanning when required

• Take on more responsibility when you are ready

About You:

• Must have an understanding of key strategies

• Have an understanding of different types of insurance

• Authorised rep status, registered with ASIC 

• Completed or working towards FASEA educational requirements

• Able to write advice documents (SOA's & ROA's)

• Capable with risk researcher

• Experience with XPLAN

• Passionate about a long term career in financial planning

• Looking for the next step in your career to learn and develop under a senior adviser

Salary will be dependant on your experience but will be circa $80k + 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