- Posted 27 December 2021
- Salary$80k - $95k + super
- LocationBrisbane
- Location Brisbane
- Job type Permanent
- DisciplineFinancial Services
- Reference1179205
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Due to rapid growth, an excellent opportunity is available for an Associate Adviser / Adviser to join a financial planning team who provide one of Australia's most comprehensive financial planning services.
Based in Brisbane's north, this firm offers their services to a variety of clients, from individuals to high net wealth clients, identifying and fulfilling their needs to exceed all expectations. There is a great team with a fantastic office culture, with regular social activities.
This is a perfect opportunity for Associate Advisers or Financial Advisers who are motivated and driven in developing a career within financial planning.
The Benefits:
Salary is dependant on experience ranging from $80k to $95k + super.
Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
Associate Adviser / Financial Adviser
Job description
- Client facing role
- Handle new and existing clients
- Excellent team and office culture
Due to rapid growth, an excellent opportunity is available for an Associate Adviser / Adviser to join a financial planning team who provide one of Australia's most comprehensive financial planning services.
Based in Brisbane's north, this firm offers their services to a variety of clients, from individuals to high net wealth clients, identifying and fulfilling their needs to exceed all expectations. There is a great team with a fantastic office culture, with regular social activities.
This is a perfect opportunity for Associate Advisers or Financial Advisers who are motivated and driven in developing a career within financial planning.
The Benefits:
- A progressive company with a people first culture, looking after their staff with rewards and staff functions
- Flexible work hours
- Work-life balance is encouraged
- Mentorship and training
- Potential to become an equity partner
- Staff parking and street parking available
- Prefers to promote from within
- Client facing role, servicing new and existing clients
- Develop, maintain and grow your client base
- Follow up new business leads and onboard new clients
- Deliver comprehensive advice solutions, both basic and complex
- Complete paraplanning duties, including writing SOA documents
- Work collaboratively with colleagues
- Mentoring and support from a team of experienced financial advisers
- Be able to perform a variety of roles/duties
- Registered with ASIC
- Passed FASEA exam
- Completed or working towards FASEA educational requirements
- Experience with XPLAN is desirable
- Able to run client meetings and present advice; excellent communication skills
- Previous experience in an Associate / Adviser position
- Enthusiastic and passionate about financial planning
Salary is dependant on experience ranging from $80k to $95k + 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
