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The team is looking for an experienced financial adviser / planner to join their growing ranks.
About you:
- ASIC registered adviser
- Completed or working towards FASEA educational requirements
- Minimum 3+ years experience as an adviser, holistic advice
- Ideally coming from a boutique financial planning firm
- Have existing referral networks in Canberra
- XPLAN experience
- Be able to manage some existing clients, but have a focus on lead generation/business development to drive further growth in the business
- Be prepared to pitch in where needed; being a boutique firm advisers will often write their own more complex plans
About the role:
- Be handed an existing client book over time
- Big focus on business development and onboarding new clients. Target leads through the businesses existing referral network, client base and lending division
- Paraplanning / admin support provided, however be prepared to pitch in when needed
- Flexible start/finish times
- Self licensed firm
- Free parking on site
- Dynamic, social team
- Planning to grow further in coming years
- Competitive salary package
- Opportunity for equity
Salaries are dependent on experience but will be circa $100k - $120k + super + bonus.
If you're interested please apply via this ad or 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
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Location
Canberra
- Job type Permanent
- Discipline
-
Reference
1123483
-
Salary
$100,000 - $120,000 + Super + Bonus
- Deal with HNW clients, complex advice scenarios
- Opportunity for equity
- Excellent salary package and bonus potential
The team is looking for an experienced financial adviser / planner to join their growing ranks.
About you:
- ASIC registered adviser
- Completed or working towards FASEA educational requirements
- Minimum 3+ years experience as an adviser, holistic advice
- Ideally coming from a boutique financial planning firm
- Have existing referral networks in Canberra
- XPLAN experience
- Be able to manage some existing clients, but have a focus on lead generation/business development to drive further growth in the business
- Be prepared to pitch in where needed; being a boutique firm advisers will often write their own more complex plans
About the role:
- Be handed an existing client book over time
- Big focus on business development and onboarding new clients. Target leads through the businesses existing referral network, client base and lending division
- Paraplanning / admin support provided, however be prepared to pitch in when needed
- Flexible start/finish times
- Self licensed firm
- Free parking on site
- Dynamic, social team
- Planning to grow further in coming years
- Competitive salary package
- Opportunity for equity
Salaries are dependent on experience but will be circa $100k - $120k + super + bonus.
If you're interested please apply via this ad or 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