About the company:
Our client is a well-established and leading financial planning firm with over 30 years of experience. Located in Brisbane's southside, they focus on providing financial advice, wealth management, and business succession advice to a variety of clients from business owners, executives, HNW clients, and professionals in their respective industries.

About the role:
As the business is going through a growth phase, we are seeking an Associate Adviser to work closely with senior advisers to assist in providing a professional service to clients. You will attend client meetings, assist with strategy, manage client workflow, and have the future opportunity to complete your Professional Year.

Duties:

Support senior financial advisers
Attend client meetings and take file notes
Assist with advice strategies
Manage workflow through the business and support team
Assist with more complicated tasks that CSO/admin can't handle

Skills & experience:

Ideally 2+ years working in a wealth management or financial planning firm
Working towards or have completed approved studies
Understand advice strategies and have technical knowledge in financial planning
Experience working with Xplan or Adviser Logic
Excellent written and verbal communication
Professional and presentable

How to apply:
Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au
Alternatively, contact Scott on 0468 496 046

Please note, only shortlisted candidates will be contacted.