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Financial Adviser

Job description

About the company:

Our client is a multidisciplinary professional services firm that provides accounting, lending and financial planning solutions to a client base of sophisticated professionals. Their scope allows them to offer a comprehensive service to clients. 

There is an excellent opportunity available for a financial adviser to join their team located in Melbourne. 

Benefits:
  • Existing book of clients ready to manage
  • Warm client leads from internal teams
  • Room for career progression and growth
  • Opportunity for equity
  • Full support from associate, paraplanning and admin
  • Excellent earning potential
  • Work from home 1 day a week
The role:
  • Manage a book of existing clients - receive handover from adviser
  • Engage with clients and build rapport
  • Provide holistic advice recommendations including SMSF
  • Engage with internal teams to offer financial planning services to existing accounting and lending clients
  • Meet and onboard new clients
  • Provide an excellent level of ongoing service to clients
About you:
  • 2+ years of experience as an authorised financial adviser
  • Completed FASEA required studies, exam and SMSF accreditation
  • Experience providing holistic advice including SMSF
  • Self-sufficient and able to manage a book of clients 
  • Client focused and able to build rapport
  • Polished and professional
  • Experienced onboarding new clients and growing a client base
  • Xplan experience
  • Ideally interested in future equity
Salary is flexible depending on experience, circa $100,000 + super + incentives. 

How to apply:

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