About the role Join a respected and supportive team delivering meaningful retirement and aged care advice. This is a fantastic opportunity for a junior financial adviser to build on your first few years in the industry with strong mentorship and a steady flow of client appointments.
Assist in delivering tailored aged care financial advice
Support the preparation of accurate file notes and fact finds
Contribute to strong, ongoing client relationships
Provide empathetic, client-focused service
Develop trust through consistency and care
Skills & Experience
Tertiary qualification in financial services
FASEA education requirements completed
At least 2 years of experience as a financial adviser
Familiarity with financial planning software (e.g. Xplan)
Strong communication and organisational skills
Eagerness to learn and grow in a collaborative team environment
Benefits
Work with a top 30 Best Places to Work 2024
Uncapped commission and bonus structure
Onsite parking available
Mentorship and structured training for career growth
Early finish on Fridays plus a monthly RDO
About the company/ Culture Our client is a fast-growing, highly respected financial planning firm and Queensland’s largest provider of aged care advice. With a strong national presence, they focus on delivering personalised advice with empathy and integrity.
People enjoy working in this team because of its inclusive culture, hands-on training, and clear pathways for development and promotion.
How to apply Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to scott@bentleyrecruitment.com.au
