- Work closely with senior financial advisers and the director
- Excellent team culture with a family feel
- Join a business that supports internal career progression and development
- Manage clients and client meetings
- Develop a client base and move into a standalone adviser role
- Manage a book of clients alongside the director
- Attend client meetings with director
- Develop strategy recommendations
- Handle the day to day client management
- Liaise with internal paraplanning and admin support
- Assist with projections/plan writing when needed
- Develop your client management skills and progress to generating new client leads and managing clients yourself
- Experience as an associate/provisional adviser, up to financial advisers with a couple of years as an authorised rep
- Completed FASEA required studies and Professional Year (if required) - ready to be authorised
- Experience attending client meetings
- Strong knowledge of financial planning practices and regulations
- Good technical ability
- Paraplanning experience
- Exposure to holistic financial advice
- Excellent communication skills
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Senior Associate Adviser/Junior Financial Adviser - Brisbane City, Australia - Bentley Recruitment
Description
Our client is a well established boutique firm located in Brisbane CBD. They provide comprehensive financial advice to a client base of predominantly HNW individuals and families. The team strives to go above and beyond for their clients.
Due to growth, there is an opportunity for a senior associate adviser or junior financial adviser to join the team. This opportunity is perfect for someone who has completed their studies and Professional Year, and is looking to begin their career in advice.
Benefits:
Tasks and Responsibilities:
About you:
Salary is flexible depending on experience, circa $85,000 to $100,000 + Super.
How to apply:
If you're interested please apply via this ad or send your CV to Ben Sultmann
If you would like to discuss this or other opportunities, please call Ben on
For a full list ofsimilar vacancies, please head to our website:
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