- Posted 28 December 2024
- SalaryCirca $120k + super
- Location Brisbane
- Job type Permanent
- DisciplineFinancial Services
- Reference1566145
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Our client is a reputable financial services company with over 70 years of combined experience in accounting, bookkeeping, and financial planning. They are based in the Brisbane Bayside and offer a holistic service to meet the diverse needs of their clients.
They have experienced impressive growth, with a 33% increase in the past year. They offer a friendly, supportive environment and are committed to helping clients achieve their financial goals. This is an excellent opportunity for a self-driven, experienced planner who wants to contribute to a growing firm and advance their career.
About the Role:
This is a fantastic opportunity for someone who is motivated, proactive, and excited to take on new business while also servicing an existing client base. Key responsibilities include:
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.
Financial Adviser
Job description
Our client is a reputable financial services company with over 70 years of combined experience in accounting, bookkeeping, and financial planning. They are based in the Brisbane Bayside and offer a holistic service to meet the diverse needs of their clients.
They have experienced impressive growth, with a 33% increase in the past year. They offer a friendly, supportive environment and are committed to helping clients achieve their financial goals. This is an excellent opportunity for a self-driven, experienced planner who wants to contribute to a growing firm and advance their career.
About the Role:
This is a fantastic opportunity for someone who is motivated, proactive, and excited to take on new business while also servicing an existing client base. Key responsibilities include:
- Providing tailored, holistic financial advice with a focus on SMSF and high-net-worth individuals (HNW).
- Working with a range of clients from individuals and retirees to businesses with complex structures and multi-entity setups.
- Managing a mix of new business and existing clients, with an opportunity to build your own referral network.
- Receiving referrals from the firm’s accounting division and working alongside a dedicated, experienced team for full back-office support.
- Developing strong relationships with clients and being a key contributor to the firm’s growth.
- At least 5 years experience as a Financial Adviser, with a solid understanding of SMSFs and complex client structures.
- Eager to grow your client base, build your own referral network, and contribute to the firm’s long-term success.
- Ability to manage a book of business independently while being supported by a collaborative team.
- This role is ideal for someone who is excited by new business and has the drive to make a lasting impact.
- Work-Life Balance: 1 day of work-from-home per week, once you’ve settled in.
- Training & Development: Opportunities to further your expertise, including SMSF accreditation.
- Supportive Team: Full back-office support with the flexibility to bring on additional resources as needed.
- Parking: Convenient parking available for all staff.
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.
