Our client is a well established boutique firm located in Brisbane's southern suburbs. They provide comprehensive financial advice to a broad client base including some not-for-profit organisations.

Due to growth, there is an opportunity for a junior financial adviser to join the team. This opportunity is perfect for someone who has completed their studies and Professional Year (PY), and is looking to develop their career in financial advice. The business will consider high quality associate advisers needing to complete their PY.

Benefits:

Work closely with a senior financial adviser for mentorship/guidance
New client leads provided
Collaborative team culture with a family feel
Be involved in the entire advice process, from initial client meetings to overseeing advice implementation and ongoing client contact
Develop a client base and move into a standalone adviser role
Ability to work from home 1 day per week

Tasks and Responsibilities:

Manage a book of clients alongside a senior adviser
Attend client meetings with senior adviser
Complete file notes post client meeting
Develop strategy recommendations
Handle day to day client management and ongoing relationships with clients
Liaise with internal paraplanning and admin support

About you:

Experience as an authorised financial adviser (will consider high quality associate advisers still needing to complete their PY)
Completed FASEA educational requirements
Experience attending/running client meetings and developing strategies
Strong knowledge of financial planning practices and regulations
Good technical ability
Exposure to holistic financial advice

Salary is flexible depending on experience, circa $95,000 + super + bonus.

How to apply:

If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs

Junior/Associate Financial Adviser