About the role
Join a high‑performing advice team based in central Adelaide. This organisation operates across multiple locations throughout Australia. You will manage an existing book of clients while continuing to grow your portfolio through internal leads. Work closely with paraplanners, CSOs and fellow advisers in a collaborative team environment.

• Provide holistic financial advice across investment, super, retirement planning, insurance, and estate planning
• Manage and grow an allocated client book
• Conduct quality client conversations to uncover clients goals & needs
• Work closely with internal support teams
• Maintain high standards of compliance and client care

Skills & Experience

• FASEA qualified with appropriate tertiary studies
• Experience providing holistic advice
• Strong client relationship and communication skills
• Ability to manage a client book autonomously
• Proficiency with Xplan

Benefits

• Discretionary bonuses for meeting KPIs
• Flexible work options and supportive team culture
• Career development pathways and education support
• Monthly wellbeing initiatives and regular team events
• Join a young, dynamic and collaborative team

About the company / Culture
This growing, multi‑office advice firm has expanded significantly over the past 15+ years, now operating across several states. The business provides holistic, fee‑for‑service financial advice to a diverse mix of clients, from families to professionals to complex HNW structures.

People enjoy working here because the culture is driven by collaboration, growth and genuine investment in staff development.

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.