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Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion.
Please note, only shortlisted candidates will be contacted.
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Location
Brisbane
- Job type Permanent
- Discipline
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Reference
1550749
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Salary
$90,000 - $100,000 + super
The company:
Bentley Recruitment have partnered with a professional and highly reputable financial planning firm located in the CBD fringe suburbs of Brisbane. They focus on developing strong relationships with their clients, which ranges from HNW, retirees, specialists, and engineers.
The role:
Due to constant growth, this unique role has become available. We are seeking a candidate who is/was a Financial Adviser to assist with a mixture of CSM and Advising duties. In this position, there is a large admin component, but you will also be required to assist clients, as well as helping out fellow advisers with their clients.
Opportunity for part-time work (reduced hours, 5 days per week).
Duties:
- Assist with admin and CSM duties
- Assist clients with queries
- Prepare exectuion only documents
- Vetting advice documents (SOAs / ROAs)
- From time-to-time, assist and pick up other advisers work
- Prior experience as a Financial Adviser
- Must be able to be authorised as an adviser
- Attention to detail is a MUST
- Strong technical knowledge
- Compassionate and excellent client relationship skills
Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion.
Please note, only shortlisted candidates will be contacted.
