About the role:

Support a team of financial advisers and deliver holistic advice strategies. Manage client enquiries, maintain the Xplan database and implement advice post SOA/ROA. Liaise with product providers and prepare documentation for client meetings in a fast-paced environment.

Tasks and Responsibilities:

• Support advisers with holistic financial advice implementation
• Manage client enquiries and provide administrative support
• Maintain Xplan database and update client records
• Liaise with super funds, insurers and investment platforms
• Prepare reports and documents for client meetings

Skills & Experience: 

• Experience supporting financial advisers
• Knowledge of super, insurance and investment platforms
• Xplan experience
• Experience implementing advice recommendations
• Strong written and verbal communication skills

Benefits:

• Half day every Friday – start your weekend early
• Comprehensive onboarding and training
• Social and supportive team culture
• Clear career progression available - Professional Year and more senior administration opportunities
• Pathway to Financial Adviser

About the Company/Culture:

Our client is a holistic financial planning firm with multiple offices across Queensland. The business is experiencing strong growth and expanding its Brisbane team.

People enjoy working here because of the collaborative culture, supportive leadership and clear development pathways. The team is social, motivated and focused on helping employees build long-term careers in financial planning.

How to apply:

If you're interested please send your CV 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