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Location
Brisbane
- Job type Permanent
- Discipline
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Reference
1539802
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Salary
$120,000 + super
About the company:
Our client is a large sized financial planning firm who has been in operation for over 13 years. They have offices located in a number of different locations throughout Australia, with this position being based in the Brisbane CBD. They deliver high quality, professional advice to their client base, which ranges from medical and business professionals to families and wealth accumulators.
About the role:
To keep up with continued business growth, we are seeking an experienced financial adviser to join a supportive team and take on an existing book of clients. You will be expected to attract new clients to the business, provide tailored advice to new and existing clients, as well as keep up to date with compliance requirements.
Duties:
- Provide financial advice across all areas including investment, super, retirement planning, insurance, and estate planning.
- Undertake quality conversations with clients to understand their needs.
- Manage a grow a book of clients.
- Develop advice in the best interest of the client.
- Demonstrate the ability to build long-term relationships with clients.
- 2+ years experience as a financial adviser.
- Completed appropriate tertiary qualifications.
- FASEA qualified.
- Demonstrate excellent communication skills, both written and verbal.
- Strong desire to grasp opportunities and develop your career.
My client has an exceptional company culture, very little staff turnover, as well as providing excellent support, training and mentoring to staff. They have a focus on building a culture that is about their staff's well-being. They invest in their staff and assist with their career growth and development.
Benefits:
- Flexible work hours, with the option to start later/earlier and finish later/earlier
- Team and individual rewards if targets are met
- Competitive salary and bonus scheme
- Paid day off for your birthday
- Employee well-being program
- Young dynamic team
- Strong support and mentorship from leaders within the business
Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion.
Please note, only shortlisted candidates will be contacted.