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Financial Adviser

Job description

About the role
Join a dynamic wealth advisory team as a Junior Financial Adviser, working alongside a senior adviser to deliver tailored advice. You’ll attend client meetings, contribute to strategy development, and be supported by a full back-office team while building and growing your own client base.

Key responsibilities:
  • Support senior adviser in client meetings
  • Build and grow your own client book
  • Develop strategies and advice solutions
  • Liaise with internal teams for seamless client outcomes
  • Drive new business opportunities
Skills & Experience
  • Authorised Financial Adviser
  • Background in business development desirable
  • Strong client relationship skills
  • Proficient in Xplan or similar CRM systems
Benefits
  • Flexible working hours, promoting work-life balance
  • Full back-office and paraplanning support
  • Ongoing career development and progression
  • Collaborative and social team culture
About the company / Culture
Our client is a well-established professional services firm offering accounting, advisory, and financial planning solutions. With a strong presence in Adelaide and beyond, they provide a “one-stop shop” for clients across diverse industries.

People enjoy working here because of the supportive culture, open-door access to senior leaders, and regular social activities. Collaboration and performance are highly valued, with clear pathways for career progression.

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

Please note only shortlisted candidates will be contacted.