Address
Form of work
SalaryAbout the company:
There is an excellent opportunity for an experienced Financial Adviser to join one of the fastest growing practices on the Sunshine Coast. Our client specialises in superannuation, insurance and investment advice.
This opportunity is well suited to an adviser with 2+ years of experience that is looking to develop their career with 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 $180k + after first year
- Fun and social team culture
- Half day every Friday
- 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
- Passed FASEA exam and completed FASEA educational requirements
- 2+ years experience as an authorised Financial Adviser
- Xplan experience
- Experience providing advice on superannuation, personal insurance and investments
- Confident handling leads and onboarding new clients
- Well presented and excellent communication skills
- Able to work in a fast paced environment
How to apply:
If you're interested please apply via this ad or send your CV to Ben Sultmann at ***@bentleyrecruitment.com.au
If 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
