Back to jobs

Financial Adviser

Job description

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/

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs