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Financial Adviser

Bentley RecruitmentCity of Brisbane, Queensland, Australia

30+ days ago

Job description

About the company :

This is an excellent opportunity for an experienced financial adviser to join a well established business located in Brisbane CBD. They provide holistic financial advice to a broad client base.

This opportunity is well suited to an adviser with 3+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth.

Benefits :

Substantial existing client book
New client leads provided
Join a business that is growing and acquiring books
Streamlined processes and full back office support provided
Plenty of opportunity and resources available to grow your client book
Earn excellent bonuses

Duties and Responsibilities :

You will be provided with an existing client book to manage

Receive new client leads and onboard new business

Provide holistic advice with a focus on superannuation, personal insurance and investments

Provide an excellent level of client service

Adhere to all compliance requirements

Work collaboratively with paraplanning and admin staff

About you :

Completed FASEA educational requirements

3+ years experience as an authorised financial adviser

Experience providing advice on superannuation, personal insurance and investments

Confident and experienced at handling leads and onboarding new clients

Well presented and excellent communication skills

Able to work in a fast paced environment

Base salary and bonus structure is flexible depending on experience.

How to apply :

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 Ben on 07 3229 8020.

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Financial Adviser • City of Brisbane, Queensland, Australia