An excellent opportunity has become available for an experienced financial adviser to join a successful professional services firm based in Brisbane. 

Our client provides financial advice and accounting services. They offer a supportive and inclusive workplace with the opportunity to earn above market remuneration. The business is growing quickly, this is a fast paced role where you will focus on new client meetings and developing your client base. 

Benefits:

• Flexible working hours - choose when you start your day
• Work from home 2 days per week
• Regular social events each month
• Client services and paraplanning support provided
• Client referrals provided - no need to do your own business development
• Ability to earn double your salary within 12 months 

Tasks and responsibilities:

• Engage with warm client leads from referral partner
• Conduct client meetings and develop holistic financial advice strategies
• Liaise with admin and paraplanning support
• Provide an excellent level of ongoing client service
• Attend industry events and assist with client engagement

About you:

• 3+ years experience as an authorised financial adviser
• Completed FASEA required studies and SMSF accreditation
• Experience providing holistic advice including SMSF
• Excellent communications skills, both written and verbal
• Practiced at engaging with and onboarding new clients 
• Able to work in a fast-paced, high-volume role

Salary is flexible depending on experience, $120,000 - $150,000 + super + bonus. 

How to apply:

If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs