There is an excellent opportunity for an experienced financial adviser to join one of the fastest growing practices on the Sunshine Coast. They provide holistic financial advice to a broad client base.
This opportunity is well suited to an adviser with 5+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth. The ideal candidate will be able to take on a leadership role in the office.
Benefits:
Existing clients and new client leads provided
Join a business that is growing and acquiring books
Streamlined processes and full back office support provided
Earn excellent bonuses - OTE $180k +
Fun and social team culture
Flexible hours
Duties and Responsibilities:
You will be provided with existing clients, and new client leads to onboard
Manage a book of ongoing service clients with a focus on superannuation, personal insurance and investment advice
Continue to grow your client base - clients will be allocated to you as the firm continues to acquire businesses
Provide an excellent level of client service
Work collaboratively with in-house paraplanning and admin staff
About you:
Completed FASEA educational requirements
5+ years experience as an authorised financial adviser
Xplan experience
Experience providing advice on superannuation, personal insurance and investments
Confident and experienced at handling leads and onboarding new clients
Well presented and excellent communication skills
Able to work in a fast paced environment
Salary is $120,000 + super + quarterly bonuses.
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
