Financial Planner with ref.

The Company:
Our client is a highly reputable financial planning firm looking to expand their team and service offerings. Offering their services to a variety of clients, from families to high net wealth clients, this firm takes a client first approach in ensuring their clients future is well looked after.

They are a leading financial planning firm based in Brisbane's north, looking to take on an experienced financial planner to manage their growing client base with a focus on wealth creation and investment.

The Benefits:

A progressive company with a people first culture, looking after their staff with rewards and staff functions
Opportunity for performance based bonuses
Flexible work hours
Work-life balance is encouraged
Ongoing personal training and development course offered for all staff, assisting staff in reaching their personal and professional goals
Potential to become an equity partner
Staff parking is provided
Great staff tenure

Role / Responsibilities:

Manage new and existing client base
Develop and maintain relationships with existing clients
Onboarding of new clients and delivery of comprehensive advice solutions
Take advantage of an extensive referral network
Access to admin and paraplanning support

About You:

Well experienced as a Financial Planner
Experienced providing holistic advice to clients
Registered with ASIC as an adviser
Passed FASEA exam
Completed or working towards FASEA educational requirements
Ability to come in and hit the ground running
Able to work autonomously
Have a passion for financial planning

Salary is dependant on experience ranging from $100k to $120k package.

Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.

scott@bentleyrecruitment.com.au
07 3229 8020; 0468 4960 46
LinkedIn: https://www.linkedin.com/in/scott-munro187/

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