Associate Adviser

About the role
Join a fast-growing independent financial planning firm as an Associate Adviser. Work closely with Advisers, assist with strategies, attend client meetings, and support the delivery of exceptional advice. This role is client-facing with strong development opportunities toward becoming a Financial Adviser.

• Assist Advisers with strategic, comprehensive advice
• Manage implementation work including applications and lodgements
• Oversee paraplanning requests and project timelines
• Prepare advice documentation (SOAs, ROAs) and review materials
• Support client meetings and maintain strong client relationships

Skills & Experience

• Degree-qualified, working toward a Financial Adviser role
• 2+ years experience as a CSM, Paraplanner, or Associate Adviser in financial planning
• Ambitious, driven, and self-motivated
• Detail-oriented and process-driven
• Xplan experience valued but not essential

Benefits

• Mentorship and clear career progression toward becoming an Adviser
• Work in a growing, independent, award-winning firm
• Discretionary bonuses and attractive salary package
• Flexible start/finish times and early finish on Fridays
• Supportive, collaborative team culture

About the company / Culture
Small but high-performing firm based in the inner suburbs of Brisbane, with a team of around 10 staff. Provides fully independent, fee-for-service holistic advice.

People enjoy working here because the team is supportive, celebrates wins, and balances professionalism with fun.

How to apply
Click APPLY or contact Rohan Dooley for a confidential discussion. You can email your resume to rohan@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.