Associate Adviser with ref.

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 Sydney 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
Close to public transport (train & bus)
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 (not open to those still needing to complete professional year)
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