Manage an existing client base
Warm client leads provided
Excellent company culture with room for progression

Our client is based on Brisbane's city fringe. They provide comprehensive professional services such as accounting, strategic financial planning and wealth management.

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

The role:

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

About you:

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

Salaries are dependent on experience but will be circa $110,000 - $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