Our client based in Varsity Lakes is looking for an experience financial adviser to join their growing team. They specialise in delivering comprehensive advice through their financial planning and accounting teams. This business is passionate about providing an excellent service to their clients.
The role:
Opportunity to join the new business onboarding team or servicing team dealing with existing clients
Provide comprehensive, goals based advice to clients with a focus on super and insurance
Develop and maintain client relationships
Leads and referral partners provided
Fast paced environment
Flexibility on start/finish times
Development days with platform providers
Training and mentorship from senior colleagues if required
Support from a team of paraplanners and CSO's
About you:
Authorised Rep
Passed FASEA exam, completed or working towards FASEA educational requirements
1+ years experience as a financial adviser
Experience dealing with new and existing clients
Experience providing holistic advice
Client focused, always putting clients best interests first
Experience with Adviser Logic ideal
Able to work in a fast paced environment
Passionate about financial planning
Strong compliance and understanding of industry regulations
Salaries are dependent on experience, ranging from $90k - $110k + Super + Commission
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 me on 07 3229 8020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
