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Investment Financial Adviser

Job description

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/