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Financial Adviser

Job description


  • Growth and progression available

  • Client centric culture

  • Dynamic and growing team

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