Associate / Financial Planner with ref.

Client facing role
Handle new and existing clients
Excellent team and office culture

The Company:
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

Roles & Responsibilities:

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

About You:

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 $90k + 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