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