Mentored Path to Financial Adviser | 1 WFH Day/Week

Bentley Recruitment; Gold Coast City; Presencial; AUD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PY Program

WFH day

Mentoring

CPD support

Exposure to complex strategies

Descripción de la vacante

Bentley Recruitment is seeking an CSO-ready or Associate Adviser to support a Lead Financial Adviser on delivering high-quality financial advice to clients on the Gold Coast. You will manage client workflows, help develop strategies and implement advice in a fast-paced, technical environment.

In this role you will draft strategy, modelling and product comparisons, attend client meetings and ensure accurate records. A pathway to Adviser roles is offered with mentoring and CPD support.

Formación

• Paraplanning or associate adviser experience in financial planning.
• FASEA-approved qualification or working towards it.
• Knowledge of super, investments, retirement and insurance.
• Experience using Xplan and financial planning systems.
• Strong written communication and attention to detail.

Responsabilidades

• Support Lead Adviser with client relationship management.
• Prepare strategy, modelling and product comparisons.
• Draft SOAs and ROAs with internal paraplanners.
• Attend client meetings and record key advice outcomes.
• Manage workflows and maintain compliant client records.

Conocimientos

Paraplanning/assoc adviser experience

FASEA qualification

Super/investments/retirement/insurance

Xplan knowledge

Strong written communication

Educación

FASEA-approved qualification

Herramientas

Xplan

Descripción del empleo

Bentley Recruitment is seeking an CSO-ready or Associate Adviser to support a Lead Financial Adviser on delivering high-quality financial advice to clients on the Gold Coast. You will manage client workflows, help develop strategies and implement advice in a fast-paced, technical environment.

In this role you will draft strategy, modelling and product comparisons, attend client meetings and ensure accurate records. A pathway to Adviser roles is offered with mentoring and CPD support.