The company: Bentley Recruitment have partnered with a professional and highly reputable financial planning firm located in the CBD fringe suburbs of Brisbane. They focus on developing strong relationships with their clients, which ranges from HNW, retirees, specialists, and engineers. The role: Due to constant growth, this unique role has become available. We are seeking a candidate who is/was a Financial Adviser to assist with a mixture of CSM and Advising duties. In this position, there is a large admin component, but you will also be required to assist clients, as well as helping out fellow advisers with their clients. Opportunity for part-time work (reduced hours, 5 days per week). Duties:
Assist with admin and CSM duties
Assist clients with queries
Prepare exectuion only documents
Vetting advice documents (SOAs / ROAs)
From time-to-time, assist and pick up other advisers work
Skills
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