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Financial Adviser

Job description

About the company:

This is an excellent opportunity for an experienced financial adviser to join a well established business located in Brisbane CBD. They provide holistic financial advice to a broad client base. 

This opportunity is well suited to an adviser with 3+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth.

Benefits:

  • Substantial existing client book

  • New client leads provided

  • Join a business that is growing and acquiring books

  • Streamlined processes and full back office support provided

  • Plenty of opportunity and resources available to grow your client book

  • Earn excellent bonuses

Duties and Responsibilities:

  • You will be provided with an existing client book to manage

  • Receive new client leads and onboard new business

  • Provide holistic advice with a focus on superannuation, personal insurance and investments

  • Provide an excellent level of client service 

  • Adhere to all compliance requirements

  • Work collaboratively with paraplanning and admin staff

About you:

  • Completed FASEA educational requirements

  • 3+ years experience as an authorised financial adviser

  • 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 

Base salary and bonus structure is flexible depending on experience.

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