About the role:
Our client is seeking a CSO ready to take the next step in their career, or an Associate Adviser looking to support a Lead Financial Adviser in delivering high-quality financial advice to clients. You will manage client workflows, assist with strategy development and help implement advice in a technical, fast-paced environment.
Tasks and Responsibilities:
- 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
Skills & Experience:
- Strong experience in the financial planning industry in a paraplanning or associate adviser role
- Completed or working towards a FASEA-approved qualification
- Knowledge of super, investments, retirement and insurance advice
- Experience using Xplan and financial planning systems
- Strong written communication and attention to detail
Benefits:
- Structured pathway to Financial Adviser (PY Program)
- One work-from-home day per week
- Mentoring from experienced senior advisers
- Access to technical training and CPD support
- Exposure to complex financial advice strategies
About the Company/Culture:
Our client is a well-established financial planning firm with a strong reputation for delivering high-quality, technical advice. The business has experienced steady growth and provides a structured environment for professionals looking to develop their careers.
Staff enjoy working in this team because of the collaborative culture, strong mentoring and focus on professional development. The firm values accuracy, accountability and high standards in client service.
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Associate Adviser employer: Bentley Recruitment
Join a dynamic self-licensed financial advice firm that prioritises employee growth and development, offering a supportive environment for paraplanners to thrive. With a focus on high-quality strategic advice and complex client strategies, you'll have the opportunity to enhance your skills while contributing to meaningful financial outcomes for clients. Located in a vibrant area, the firm fosters a collaborative work culture that values innovation and teamwork, making it an excellent place for those looking to advance their careers in financial planning.
