About the role
Join a growing financial planning firm in central Adelaide, taking on an existing client book and delivering tailored advice. You'll help manage an existing portfolio, drive new business, and maintain compliance in a supportive, well-structured environment.

• Deliver tailored advice across all areas including investment, super, retirement planning, insurance, and estate planning
• Build and maintain long-term client relationships
• Grow an existing book and attract new clients
• Conduct quality client conversations to uncover clients goals & needs
• Ensure advice aligns with compliance and best interest of the client

Skills & Experience

• FASEA qualified with appropriate tertiary studies
• 5+ years' experience as a Financial Adviser
• Strong written and verbal communication skills
• Able to build rapport and trust with clients
• Driven to grow and develop professionally

Benefits

• Flex start/finish times for work/life balance
• Bonus incentives for team and individual success
• Paid birthday leave & employee well-being program
• Join a young, dynamic and collaborative team

About the company / Culture
A well-established financial planning firm with offices nationwide, providing holistic advice to professionals, families, and wealth builders.

People enjoy working here because of the low staff turnover, career development focus, and strong investment in employee well-being.

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.