About the Role

Join a growing, privately owned financial services firm as an Associate, working closely with Senior Advisers and Directors to deliver high-quality holistic advice. This is an integral role within the advice process, ideal for someone with strong industry experience who enjoys client engagement, technical work, and contributing to a high-performance team environment.

• Attend client meetings and act as a key point of contact for clients
• Support advisers with strategy development and maintain accurate file notes
• Prepare SOAs/ROAs and assist with financial modelling and portfolio analysis
• Manage end-to-end implementation for new and existing clients
• Coordinate new business applications, follow ups, and workflow management through Xplan
• Contribute to ongoing process improvements across the advice function

Skills & Experience

• Minimum 3 years’ experience within the financial planning industry
• Strong experience interacting directly with clients and building trusted relationships
• Proven knowledge of ROAs, SOAs, financial modelling, portfolio construction and asset allocation
• Relevant tertiary qualifications
• Strong working knowledge of Xplan (essential)
• High attention to detail, strong organisational skills and ability to manage multiple deadlines
• Proactive, self-motivated and comfortable working both autonomously and within a team

Benefits

• Competitive remuneration package
• Ongoing training and development opportunities
• Employer-funded Group Salary Continuance for eligible employees
• Employer superannuation benefits including Life and TPD cover
• Regular social events and a supportive, inclusive workplace culture
• Opportunities to contribute to charitable and community initiatives

About the Company / Culture

This privately owned, boutique financial services firm operates under its own AFSL and provides tailored financial solutions to individuals, families, businesses and corporates across Australia. The firm is known for its strong systems, structured processes and commitment to delivering high-quality, consistent advice.

The culture is professional, collegial and high-performance, with a genuine focus on collaboration, continuous improvement and making a meaningful difference in clients’ financial lives. Team members value clarity, accountability and excellence, and enjoy being part of a supportive and socially connected workplace.

How to Apply

Click APPLY or contact Rohan Dooley via email rohan@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.