About the Role

Join a fast-growing Brisbane CBD-based financial services firm as a Financial Adviser, working closely with the Director to manage a high volume of warm inbound referral leads. This is a unique opportunity for an experienced adviser who thrives in a fast-paced environment and is motivated by strong bonus earning potential.

You will primarily conduct virtual client meetings, onboarding new clients from a national referral partner. 

• Engage with warm referral leads and conduct virtual client meetings
• Develop and present holistic financial advice strategies, with a strong focus on SMSF
• Manage onboarding of new clients and maintain high service standards
• Liaise with paraplanning (outsourced) and client services support staff
• Attend referral partner client events (up to 10 per year, occasional weekend travel – expenses paid)
• Contribute to the continued growth of a rapidly expanding business

Skills & Experience

• Minimum 2+ years’ experience as an authorised Financial Adviser
• Completed FASEA education requirements
• Completed additional SMSF accreditation with proven SMSF advice experience
• Demonstrated ability to manage a high-volume workload
• Strong communication skills, both written and verbal
• Confident onboarding and engaging new clients
• Driven, motivated and hungry to maximise bonus earning potential

Benefits

• Realistic opportunity to double base salary within 12 months due to strong lead flow
• Warm client leads provided – no cold prospecting required
• Flexible working hours (8-hour day with flexible start/finish)
• Hybrid model – 2 days WFH per week minimum, with flexibility for more
• Immediate work-from-home access (no probation requirement)
• Monthly social events including games and drinks nights
• Ongoing training and development from an experienced Director
• All expenses covered for referral partner events

About the Company / Culture

This privately owned financial services firm was established in 2021 and operates under its own AFSL. The business provides holistic financial advice and accounting services, including retirement planning, superannuation, investment portfolios, property investment strategies, gearing, insurance, estate planning, SMSF advice and tax/business services.

The environment is fast-paced, positive and growth-focused, where team members take ownership of their work and support one another.

Clients are typically everyday investors with strong household incomes and growing super balances, many looking to establish and manage SMSFs. With significant referral partnerships in place and continued expansion plans, this firm offers strong stability and career growth for the right adviser.

How to Apply

Click APPLY or send your CV to rohan@bentleyrecruitment.com.au.

For a confidential discussion, please call 07 3229 8020.

Please note only shortlisted candidates will be contacted.