About the role
Focus on delivering high-quality retirement and aged care advice in a professional, client-first environment. You'll be backed by a strong support team and a steady stream of appointments.

Deliver tailored aged care financial advice
Maintain accurate file notes and fact finds
Maintain strong ongoing client relationships
Deliver an empathetic, high-standard service
Build trust through exceptional service

Skills & Experience

Tertiary qualification in financial services
FASEA education requirements completed
Strong client-facing advice experience
Experience with financial planning software
Highly organised with a collaborative mindset

Benefits

Work with a top 30 Best Places to Work 2024
Uncapped commission and bonus structure
Onsite parking available
Support for ongoing education and training
Early finish on Fridays plus a monthly RDO

About the company/ Culture
Our client is a fast-growing, highly respected financial planning firm and Queensland’s largest provider of aged care advice. With a strong national footprint, they are committed to delivering tailored financial guidance with compassion and care.

People enjoy working in this team because of its supportive leadership, structured training, and career growth opportunities.

How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to scott@bentleyrecruitment.com.au.

Only shortlisted candidates will be contacted.