Investment Financial Adviser

THE OPPORTUNITY:
Our client is a well-known, leading wealth manager and corporate advisory business with offices spanning across multiple locations in Australia. They are placed in the top 5 independent Australian stockbrokers, with access to offices in global investment centres.
Having a client focussed approach, they have forged strong relationships with their client base, allowing them to achieve high levels of client satisfaction.

ROLES AND RESPONSIBILITIES:

• Focus on growing your own book of clients

• Provide investment advice to new and existing clients

• Have strong communication skills

• Maintain a comprehensive knowledge of current compliance requirements

• Be part of a growing company and rewarded with excellent opportunities

• Supported by back office and support staff

ABOUT YOU:

• 3 + years experience as a financial adviser

• Highly advantageous to have your own book of clients

• Have a strong understanding of investment advice

• Authorised Rep 

• Passed FASEA exam

• Completed or working towards FASEA educational requirements

• Excellent communication skills and attention to detail

Click APPLY and attach your resume or contact Scott Munro for a confidential discussion on:

• Phone: 07 3229 8020

• Email: scott@bentleyrecruitment.com.au

• LinkedIn: https://www.linkedin.com/in/scott-munro187/