Financial Adviser
Bentley Recruitment Pty Ltd Australia
Key points we found
- Join a boutique wealth advisory firm in Brisbane as a Financial Adviser.
- Work with high net worth clients and complex advice strategies.
- Opportunity for equity ownership and personal growth.
Overview:
An established boutique wealth advisory firm in Brisbane is seeking a Financial Adviser to join its high performing team, offering a clear pathway to equity.
This is a rare opportunity to step into a firm focused on quality over volume, working with high net worth clients and complex advice strategies, while positioning yourself for future ownership.
Benefits:
- Defined pathway to equity as part of a genuine succession plan
- Immediate access to HNW clients (avg. $1.5M portfolios)
- Strong referral networks and marketing generating ongoing opportunities
- A high touch, relationship driven advice model (not volume‑driven)
- Flexibility for personal commitments
- Modern Brisbane office with on site parking
The Role:
You will work closely with senior leadership to deliver holistic financial advice across a sophisticated client base, while contributing to the future growth and direction of the business.
- Take ownership of existing client relationships and lead strategy
- Deliver strategic advice to HNW and complex clients
- Manage and deepen long term client relationships
- Advise across investments, super, tax structures, SMSFs and entities
- Lead or support client meetings and ongoing reviews
- Identify opportunities for referrals and organic growth
About You:
This role will suit an adviser who wants more than just a job, it is ideal for someone motivated by growth, autonomy and long‑term ownership.
You will demonstrate:
- Strong interpersonal skills and professional presentation
- A relationship first advice style
- Strong technical expertise in advice strategies
How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to [email protected].
Please note only shortlisted candidates will be contacted.
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Bentley Recruitment Pty Ltd
Established in 2005, Bentley Recruitment has worked to become a highly respected recruitment agency across Australia. Specialising in Accounting, Financial Services and Business positions, we pride ourselves in delivering an open and honest approach with jobseekers and employers.
Directors, Brenda Jameson and Richard Erikson have created an expert team who are committed to finding the right solution for both employers and job seekers.
With industry experienced consultants, our goal is to utilize a wealth of knowledge, professionalism and passion to ensure we make a positive difference and value add to the recruitment process. The utilization of market leading technology also puts us ahead of our competitors in matching the right candidates to the right roles.