Financial Adviser with ref.

The Opportunity
With over 20 years experience in the Darling Downs & wider QLD region, this business offers a successful career opportunity within a professional and quality environment. This mid-sized firm offers a range of quality services across financial planning, accounting, tax and business services.

You will be a part of a team of experienced advisers, working closely with the advice team. You will be formulating strategies and working with holistic advice, while having a focus on wholesale clients and SMSF clients.

Role & Responsibilities

Provide comprehensive tailored advice to new and existing client base
Build and maintain a close relationship with clients and colleagues
Focus on wholesale clients & SMSF clients
Attract new clients to the business through business development activities
Maintain a comprehensive knowledge of current compliance requirements
Manage and grow a portfolio of clients

About You

Experienced providing holistic advice to clients
Registered with ASIC as an adviser
Passed FASEA exam
Completed or working towards FASEA educational requirements
Experienced using Xplan system
Ability to come in and hit the ground running

Salary is dependant on experience, but would be circa $100k package.

Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.

Email | scott@bentleyrecruitment.com.au
Phone | 07 3229 8020; 0468 496 046
LinkedIn | https://www.linkedin.com/in/scott-munro187/

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