Financial Adviser

About the company:

Our client is amultidisciplinary 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.

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 The role:
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 About you:
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 Salary is flexible depending on experience, circa $100,000 + super + incentives.

How to apply:

If you're interested please apply via this ad or send your CV to Ben Sultmann ******

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

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

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