Description

The Opportunity:

There is an excellent opportunity for an experienced financial adviser to join a fast growing advice practice in their Sunshine Coast office. They provide holistic financial advice with a focus on superannuation, personal insurance, cash flow management and investments. 

This opportunity is well suited to an adviser with 2+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth.

Benefits:
Substantial existing client base and new leads provided
Join a business that is growing and acquiring books
Streamlined processes and full back office support provided
Earn excellent bonuses - OTE $200k+ 
Fun and social team culture
Finish at lunch every Friday
Duties and Responsibilities:
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
About you:
Completed FASEA educational requirements
2+ years experience as an authorised financial adviser
Xplan experience
Experience providing advice on superannuation, personal insurance and investments
Confident and experienced at handling leads and onboarding new clients
Well presented and excellent communication skills
Able to work in a fast paced environment 
Salary is up to $150,000 + super + quarterly bonuses. 

How to apply:

If you're interested please send your CV to Rohan Dooley at [email protected]

If you would like to discuss this or other opportunities, please call Ben on 07 020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs