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    Senior Financial Investment Adviser - Brisbane, Australia - Bentley Recruitment Pty Ltd

    Bentley Recruitment Pty Ltd
    Bentley Recruitment Pty Ltd Brisbane, Australia

    4 days ago

    Default job background
    Full time
    Description

    About the company:
    This is an exciting and unique opportunity to join an well established, and well respected Wealth Management firm located in the Southern Suburbs of Brisbane.
    This highly successful and professional firm have developed an outstanding service catering to their clients wealth needs. They focus on creating strong relationships with their clients through providing a hands on approach. My client focusses on investment advice for a client base made up of HNW and UHNW clients.

    About the role:
    We are seeking a Senior Financial Adviser who has strong experience dealing with investment advice, wealth management, and/or stockbroking. Ideally, you will have a client base, or book of clients to bring with you, with the outlook for more clients to be handed to you. There is the future opportunity to become a shareholder within the business.

    Benefits:

    • Operate on a 9 day fortnight
    • Generous bonus structure
    • Opportunity to become a shareholder/equity partner
    • Above market base salary
    • Little to no BD/sales involved
    • Professional working environment with a respectful team

    Duties:

    • Ideally, transfer and manage your own book of clients
    • Manage and build relationships with clients allocated to you
    • Conduct regular meetings, providing wealth management and investment advice
    • Create strong relationships with clients, ensuring you provide a genuine, quality service
    • Collaborate with the team, assisting each other with the workload and research

    Skills & experience:

    • Ideally coming from an investment or stockbroking background
    • Experienced with investment platforms
    • Ability to build rapport with clients
    • Completed or working towards FASEA educational requirements
    • Passed FASEA exam
    • Growth driven, have a desire to succeed
    • Exceptional communication skills
    • Ability to work well within a team environment

    How to apply:
    Click APPLY, or send your resume through to Scott Munro at
    Alternatively, contact Scott on

    Please note, only shortlisted candidates will be contacted.

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