The Opportunity:

There is an excellent opportunity for an experienced financial adviser to join one of the fastest growing practices in Brisbane. They provide holistic financial advice with a focus on superannuation, personal insurance, cash flow management and investments.

This opportunity is well suited to an adviser with 2+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth.

Benefits:

• Existing clients and new client leads provided
• Join a business that is growing and acquiring books
• Streamlined processes and full back office support provided
• Earn excellent bonuses - OTE $200k+
• Fun and social team culture
• Finish at lunch every Friday

Duties and Responsibilities:

• You will be provided with existing clients, and new client leads to onboard
• Manage a book of ongoing service clients with a focus on superannuation, personal insurance and investment advice
• Continue to grow your client base - clients will be allocated to you as the firm continues to acquire businesses
• Provide an excellent level of client service
• Work collaboratively with in-house paraplanning and admin staff

About you:

• Completed FASEA educational requirements
• 2+ years experience as an authorised financial adviser
• Xplan experience
• 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

Salary is $120,000 + super + quarterly bonuses.

How to apply:

If you're interested please send your CV to Ben Sultmann at [email protected]

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