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There is an excellent opportunity for an experienced financial adviser to join their growing team and manage a book of existing clients.
Benefits:
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
Brisbane
- Job type Permanent
- Discipline
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Reference
1268060
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Salary
$110,000 - $120,000 + Super
- Manage an existing client base
- Warm client leads provided
- Excellent company culture with room for progression
There is an excellent opportunity for an experienced financial adviser to join their growing team and manage a book of existing clients.
Benefits:
- Be handed an existing client book - pilots, medical professionals, business owners
- Additional warm client leads provided
- Full in-house paraplanning and admin support
- Risk advice handled by a separate risk specialist team
- Servicing a book of existing clients
- Look to further grow and develop your client base through internal leads and referrals
- Provide comprehensive financial advice (minus risk)
- Conduct client meetings with new and existing clients
- Work collaboratively with admin and paraplanning support
- 5+ 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
- Excellent communication skills - comfortable dealing with clients and onboarding new clients
- Professional and presentable
- Able to build rapport with a wide range of people
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