AddressAbout the company:
Our client is a multidisciplinary professional services firm that provides accounting, lending and financial planning solutions to a client base of sophisticated professionals. Their scope allows them to offer a comprehensive service to clients.
There is an excellent opportunity available for a Financial Adviser to join their team located in Melbourne's North.
Benefits:
- Existing book of clients ready to manage
- Warm client leads from internal teams
- Room for career progression and growth
- Opportunity for equity
- Full support from associate, paraplanning and admin
- Excellent earning potential
- Work from home 1 day a week
- Manage a book of existing clients - receive handover from adviser
- Engage with clients and build rapport
- Provide holistic advice recommendations including SMSF
- Engage with internal teams to offer financial planning services to existing accounting and lending clients
- Meet and onboard new clients
- Provide an excellent level of ongoing service to clients
- 2+ years of experience as an authorised Financial Adviser
- Completed FASEA required studies, exam and SMSF accreditation
- Experience providing holistic advice including SMSF
- Self-sufficient and able to manage a book of clients
- Client focused and able to build rapport
- Polished and professional
- Experienced onboarding new clients and growing a client base
- Xplan experience
- Ideally interested in future equity
How to apply:
If you're interested please apply via this ad or send your CV to Ben Sultmann at ***@bentleyrecruitment.com.auIf you would like to discuss this or other opportunities, please call Ben on 07 3229 8***.
For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
