At a Glance
- Tasks: Support advisers by preparing quality financial advice and conducting research.
- Company: Join a close-knit team at Bentley Recruitment in Canberra.
- Benefits: Gain valuable experience in financial planning with career growth opportunities.
- Other info: Collaborative environment focused on wealth strategy and growth.
- Why this job: Make a real impact on clients' financial futures while developing your skills.
- Qualifications: Strong analytical skills and a passion for financial planning.
The predicted salary is between 63000 - 77000 $ per year.
Bentley Recruitment is seeking a skilled financial planning professional to join a close-knit team in Canberra.
You will support advisers with quality advice preparation, research and technical analysis across superannuation, investments, retirement planning, insurance and wealth creation.
Responsibilities include analysing client data, developing tailored strategies, preparing SOA/ROA documents, building financial projections and liaising with clients and advisers.
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Associate Financial Planner – Wealth Strategy & Growth in Canberra 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.
