Career progression and support through Professional Year
Long term growth and development
Our client is a highly successful financial planning and accounting firm based on Brisbane's city fringe. There is currently an opportunity for an experienced CSO to join their growing team.
Benefits:
Supporting 2 senior advisers providing holistic advice - excellent training and mentorship
Exposure to paraplanning, begin writing simple SOA's
Support through your Professional Year
Long term career path within the business - eventually become an authorised Financial Adviser
The role:
Provide full support to 2 senior advisers
Be a point of contact for clients and maintain relationships
Prepare first meeting packs
Prepare documents and reports for client annual review meetings and SOA presentations
Handle full advice implementation
Manage client fee agreement process
Assist with overflow of paraplanning tasks - eventually start writing basic SOA's
Attend some client meetings
About you:
1 - 2 years of experience working in a CSO/support position within a financial planning firm
Ideally completed or currently studying relevant financial planning degree or graduate diploma
Previous experience supporting advisers across holistic advice
Excellent communication skills - comfortable interacting with clients and team members
Good attention to detail
Passionate about pursuing a long term career in financial advice
Salaries are dependent on experience but will be circa $60,000 - $65,000 + Super.
If you're interested please apply via this ad or send your resumes to Ben Sultmann at ben@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
