Financial Adviser

• Growing business

• Be handed a client book

• Fun, social team culture

An excellent opportunity is available with one of the leading accounting and financial planning firms on the Gold Coast.

Our client is looking for an experienced financial adviser to join their growing wealth team.

Benefits:

• Fun, social team culture - lunches, Friday drinks, Golf Day

• Be handed a warm client book

• Full admin and paraplanning support

• Flexible start/finish times

The role:

• Servicing a book of existing clients - full handover from existing adviser

• Look to further grow and develop your client base through referrals and business development

• Provide comprehensive financial advice

• Conduct client meetings with new and existing clients

• Work collaboratively with admin and paraplanning support

• Assist with mentoring staff who are going through their Professional Year 

About you:

• 3+ years previous experience as a Financial Adviser

• Authorised Rep 

• Passed FASEA exam

• Completed or working towards FASEA educational requirements

• Xplan experience

• Experience delivering personal, comprehensive advice - SMSF experience ideal

• Excellent communication skills - comfortable dealing with clients

• Passionate about a long term career within the financial planning/wealth management industry

Salaries are dependent on experience but will be circa $100,000 - $120,000 + Super. 

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