The Opportunity:

There is an excellent opportunity for an experienced financial adviser to join a fast growing advice practice in Brisbane. They provide holistic financial advice with a focus on superannuation, personal insurance, cash flow management and investments. 

This opportunity is well suited to an adviser with 2+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth.

Benefits:

• Substantial existing client base and new leads provided

• Join a business that is growing and acquiring books

• Streamlined processes and full back office support provided

• Earn excellent bonuses - OTE $200k+ 

• Fun and social team culture

• Finish at lunch every Friday

Duties and Responsibilities:

• You will be provided with existing clients, and new client leads to onboard 

• Manage a book of ongoing service clients with a focus on superannuation, personal insurance and investment advice

• Continue to grow your client base - clients will be allocated to you as the firm continues to acquire businesses

• Provide an excellent level of client service 

• Work collaboratively with in-house paraplanning and admin staff

About you:

• Completed FASEA educational requirements

• 2+ years experience as an authorised financial adviser

• Xplan experience

• Experience providing advice on superannuation, personal insurance and investments

• Confident and experienced at handling leads and onboarding new clients

• Well presented and excellent communication skills

• Able to work in a fast paced environment

How to apply:

If you're interested please send your CV to Rohan Dooley at rohan@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Rohan on 07 3229 8020.
  
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
  
Only shortlisted candidates will be contacted.