Financial Adviser

Australia
Permanent
Full-time

2 days ago

Join a dynamic wealth advisory team as a Junior Financial Adviser, working alongside a senior adviser to deliver tailored advice. You’ll attend client meetings, contribute to strategy development, and be supported by a full back-office team while building and growing your own client base.Key responsibilities:

Support senior adviser in client meetings
Build and grow your own client book
Develop strategies and advice solutions
Liaise with internal teams for seamless client outcomes
Drive new business opportunities

Skills & Experience

Authorised Financial Adviser
Background in business development desirable
Strong client relationship skills
Proficient in Xplan or similar CRM systems

Benefits

Flexible working hours, promoting work-life balance
Full back-office and paraplanning support
Ongoing career development and progression
Collaborative and social team culture

About the company / Culture
Our client is a well-established professional services firm offering accounting, advisory, and financial planning solutions. With a strong presence in Adelaide and beyond, they provide a “one-stop shop” for clients across diverse industries.People enjoy working here because of the supportive culture, open-door access to senior leaders, and regular social activities. Collaboration and performance are highly valued, with clear pathways for career progression.How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.

Bentley Recruitment

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