Work with existing clients and be provided with leads
Competitive salary package
There is an excellent opportunity for an experienced financial adviser to join our client located in Sydney CBD. This company specialises in providing tailored insurance/risk advice to its long standing client base of predominantly white collar professionals.
Benefits:
Competitive salary package - circa $110k to $120k + Super depending on experience
Flexible daily start and finish times
Work from home flexibility
CBD location
The Role:
Develop strong relationships with existing clients
Focus on further developing your client book via business referral partners and an extensive internal database
Meet with clients in person and via video chat to provide tailored, personal insurance advice
Maintain relationships and conduct annual reviews of clients needs
Work collaboratively with colleagues such as paraplanners and admin support
About you:
Authorised representative
Passed FASEA exam
Completed or working towards FASEA educational requirements
3+ years experience as a financial adviser, must have experience providing risk/insurance advice
Experience dealing with new and existing clients
XPLAN experience ideal
Able to work in a fast paced environment
Passionate about providing an excellent client service
Strong compliance and understanding of industry regulations
If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au
If you would like to discuss this or other opportunities, please call me on 07 3229 8020.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
