Financial Adviser

• Fast growing business

• Client leads provided

• Half day Friday

Our client is a successful and fast growing boutique financial planning firm based on Brisbane's city fringe. They specialise in comprehensive financial advice and pride themselves on delivering an excellent client experience.

With their growth, an opportunity has become available for a financial adviser to join the team.

Benefits:

• Work a half day every Friday

• Fun, social work environment

• Client leads provided

• Going through a huge growth period, multiple business acquisitions. You will be handed clients over time

• Progression to Senior Adviser

• Competitive base salary with a structured pathway to making excellent bonuses

The Role & Responsibilities:

• Focus on growing your own client book

• Target referral partner leads and a huge internal client database to develop new business relationships

• Onboarding of new clients and delivery of comprehensive advice solutions 

• Develop strong relationships with referral partners

• As the business purchases more client books, be handed clients to manage

• Have access to admin and paraplanning support

• Ability to grow and develop in the business

• Access to the Director for any questions/required training 

About You:

• 3 - 5 years experience as a financial adviser (authorised rep)

• Passed FASEA exam

• Completed or working towards FASEA educational requirements

• Experience providing advice on super, insurance, investments, SMSF

• Driven and ready to hit the ground running

• Comfortable onboarding new clients

• Able to develop strong relationships and build rapport

• Able to work as part of a collaborative team

• Excellent communication skills

Salaries are dependent on experience but will be circa $90k - $100k + Super + Bonus.

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