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.
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Mentored Path to Financial Adviser | 1 WFH Day/Week 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.
