About the role
Join a growing financial planning team as an Associate Adviser supporting senior advisers across holistic advice delivery. You’ll assist with strategy development, attend client meetings, prepare file notes, and progress toward completing your Professional Year.

• Prepare file notes and client documentation
• Support holistic advice strategies
• Attend and contribute to client meetings
• Manage workflow with paraplanners and CSOs
• Build strong relationships with clients and advisers

Skills & Experience

• 2+ years experience in the financial planning industry
• Completed the required education requirements
• Experience in financial planning support
• Confident using Xplan
• Strong communication and client engagement skills

Benefits

• Flexible start/finish times for work/life balance
• Bonus incentives for team and individual success
• Paid birthday leave & employee well-being program
• Supportive mentoring and training programs
• Join a dynamic and collaborative team

About the company / Culture
A fast‑growing, multi‑office advice group with over 15 years in the industry and a national growth trajectory. The firm offers holistic, fee‑for‑service financial advice across diverse client segments, including professionals, families, business owners and high‑net‑worth individuals.

People enjoy working in this team because of the collaborative structure, genuine investment in staff development, strong values-led environment, and a culture built around wellbeing, recognition, and continuous learning.

How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.