Financial Adviser

Bentley; Gold Coast City; Sur place; AUD 90 000 - 120 000; Plein temps

Avantages offerts par ce poste

Existing client book provided

Paraplanning and administration支持

Flexible start and finish times

Training and study support

Structured career progression

Exposure to high net wealth clients

Collaborative team culture

Regular social and wellbeing initaitiv

Résumé du poste

Bentley on the Gold Coast is seeking an experienced Financial Adviser to join our growing team. You will inherit an established client base and work with supportive paraplanning and administrative staff to deliver holistic, fee-for-service advice.

This role focuses on building relationships, delivering tailored strategies across investments, retirement, risk and estate planning, and expanding the client portfolio through referrals while maintaining high professional standards and ongoing

Qualifications

• Minimum 2 years' experience as a Financial Adviser.
• Completed relevant adviser education requirements.
• Strong technical and relationship management skills.
• Experience delivering holistic advice to clients.
• Professional, driven and client-focused.
• Experience using Xplan is advantageous.

Responsabilités

• Provide holistic financial advice across investments, superannuation, retirement planning, insurance and estate planning.
• Manage and grow an existing client portfolio.
• Conduct client meetings and develop tailored advice strategies.
• Build long-term client relationships.
• Generate new business through referrals and professional networks.
• Collaborate with support staff and other advisers.

Connaissances

Client relationships

Portfolio management

Financial planning

Holistic advice

Formation

Adviser education requirements

Outils

Xplan

Description du poste

The Opportunity

I'm partnering with a growing financial planning firm seeking an experienced Financial Adviser to join their Gold Coast team.

With over 100 staff nationally, this business has built a strong reputation for delivering holistic, fee-for-service advice while maintaining a genuine focus on staff development, wellbeing and career progression.

You'll inherit an existing portfolio of clients and be supported by dedicated paraplanning and administration teams, allowing you to focus on what you do best: building relationships and delivering quality advice.

The client base includes professionals, business owners, families and high-net-worth individuals requiring both straightforward and complex advice.

What You'll Be Doing

• Provide holistic financial advice across investments, superannuation, retirement planning, insurance and estate planning
• Manage and grow an existing client portfolio
• Conduct client meetings and develop tailored advice strategies
• Build long-term client relationships
• Generate new business through referrals and professional networks
• Work collaboratively with support staff and fellow advisers

About You

• Minimum 2 years' experience as a Financial Adviser
• Completed relevant adviser education requirements
• Strong technical and relationship management skills
• Experience delivering holistic advice
• Professional, driven and client-focused
• Experience using Xplan is advantageous

What's On Offer?

• Existing client book provided
• Dedicated paraplanning and administration support
• Flexible start and finish times
• Ongoing training and study support
• Structured career progression opportunities
• Exposure to sophisticated and high net wealth clients
• Collaborative and supportive team culture
• Regular social and wellbeing initiatives

This is an excellent opportunity for an adviser looking to join a growing business with ambitious plans, a strong culture and genuine long-term career prospects. If you're motivated, relationship driven and looking for a platform to continue building your career, we'd love to hear from you.