About the company:
My client is a leading, mid-sized financial planning and accounting firm who have been in operation for over 30 years. They provide a full suite of services to their clients, ranging from wealth advice, super, retirement planning, insurance, business services, and accounting services. They have a high staff retention rate, which is attributed to their outstanding culture and career progression opportunities.
About the role:
They are currently experiencing a lot of growth, with many new clients coming onboard. This role is best suited for a Junior Financial Adviser looking to manage a book of existing clients, build relationships, and learn the fundamentals of being an adviser. In time, you can progress your career and develop into a senior adviser position.
Duties:
- Provide financial advice across all areas including investment, super, retirement planning, insurance, and estate planning.
- Undertake quality conversations with clients to understand their needs.
- Manage an existing book of clients.
- Develop advice in the best interest of the client.
- Demonstrate the ability to build long-term relationships with clients.
- Ideal for someone with 1 -3 years experience as an adviser; or someone who has just completed their Professional Year.
- Completed appropriate tertiary qualifications.
- FASEA qualified.
- Demonstrate excellent communication skills, both written and verbal.
- Strong desire to grasp opportunities and develop your career.
- Motivated and hard working.
- Existing client book
- Outstanding office culture and staff retention
- Social team environment with social events such as EOFY, Melbourne Cup, and birthdays
- Will consider flexible working arrangements upon longevity with the firm
Click APPLY, or send your resume through to Scott Munro at *****@bentleyrecruitment.com.au
Please note, only shortlisted candidates will be contacted.