-
Location
Brisbane
- Job type Permanent
- Discipline
-
Reference
1238321
-
Salary
$80,000 - $85,000 + super
The Opportunity:
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 Brisbane office, they are seeking an Associate Adviser to join their team. Working alongside one of the lead advisers, you will assist in providing comprehensive advice to their extensive client base. This is a fantastic opportunity for someone looking for training & mentorship, with the opportunity to progress into a Financial Planner position.
Benefits:
Opportunity to support professional year for the right candidate
Great mentorship and pathway to become an adviser
Flexible working hours
Some work from home available
Excellent team culture with a social, fun, positive environment
Prefer to promote within
Duties & Responsibilities:
Work closely with a senior adviser
Attend client meetings with the adviser
Assist adviser with managing their client book
Develop strategic recommendations with the adviser
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
Completed or working towards FASEA educational requirements
Passed FASEA exam
Ideally already an Authorised Rep
Able to write advice documents (SOA's & ROA's)
Have previous exposure to holistic advice
Experienced 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.
Email | scott@bentleyrecruitment.com.au
Phone | 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