Back to consultants
Ben specialises in recruitment across the Financial Services industry. He holds a Bachelor of Business (Economics & Finance) from QUT, graduating in 2015. He went on to spend four years with an ASX-listed, industry-leading banking and financial services organisation, gaining experience across multiple teams and role. Ben draws on his industry background to offer informed, first-hand advice on roles and market opportunities. His easy-going and approachable nature helps foster strong, long-lasting relationships with both clients and candidates.
-
Senior Paraplanner
Brisbane | Up to $120,000 + Super
About the company: Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team through hiring a senior paraplanner. This is the perfect opportunity for an experienced paraplanner that is looking to develop their career within a dynamic and growing business. Benefits: Social team culture where achievements are celebrated Half day every Friday - get an early start on your weekend! Growing business in acquisition phase with opportunities for career development Work closely with experienced advisers and other paraplanners Excellent remuneration on offer - up to $120k + Super Tasks and Responsibilities: Write high quality SOA and ROA documents for holistic advice scenarios Complete research and modelling for plans Ensure documents meet all compliance requirements Liaise with financial advisers and admin support Work towards KPI's and productivity targets About you: 3+ years of paraplanning experience Experience writing SOA's for holistic advice scenarios including insurance Strong understanding of financial planning compliance and regulations Xplan and Xtools+ experience Good productivity, time management and communication skills How to apply: If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
-
Junior/Associate Financial Adviser
Brisbane | Circa $95,000 + super + 10% bonus
Our client is a well established boutique firm located in Brisbane's southern suburbs. They provide comprehensive financial advice to a broad client base including some not-for-profit organisations. Due to growth, there is an opportunity for a junior financial adviser to join the team. This opportunity is perfect for someone who has completed their studies and Professional Year (PY), and is looking to develop their career in financial advice. The business will consider high quality associate advisers needing to complete their PY. Benefits: Work closely with a senior financial adviser for mentorship/guidance New client leads provided Collaborative team culture with a family feel Be involved in the entire advice process, from initial client meetings to overseeing advice implementation and ongoing client contact Develop a client base and move into a standalone adviser role Ability to work from home 1 day per week Tasks and Responsibilities: Manage a book of clients alongside a senior adviser Attend client meetings with senior adviser Complete file notes post client meeting Develop strategy recommendations Handle day to day client management and ongoing relationships with clients Liaise with internal paraplanning and admin support About you: Experience as an authorised financial adviser (will consider high quality associate advisers still needing to complete their PY) Completed FASEA educational requirements Experience attending/running client meetings and developing strategies Strong knowledge of financial planning practices and regulations Good technical ability Exposure to holistic financial advice Salary is flexible depending on experience, circa $95,000 + super + bonus. How to apply: If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
-
Client Services Officer - Financial Planning
Brisbane | $70,000 - $75,000 + Super
Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane's city fringe. An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and welcoming team, working alongside other CSO's, supporting two Financial Advisers. Benefits: Comprehensive advice firm - be exposed to all areas of financial advice Welcoming, supportive team culture with good staff tenure Work closely with Directors Work from home flexibility (up to two days per week) - this is a hybrid position Flexible hours, open to part-time Tasks and responsibilities: Provide full support to the Directors/Advisers Handle compliance processes - FDS and annual agreements Client meeting preparation Full implementation of advice including trading investments through platforms Managing the client database (Xplan) Follow up with clients/product providers Ad-hoc administration duties and assist with client queries Opportunity to be involved with projects About you: 2+ years previous experience in a CSO/financial planning support position Experience using Xplan Experience using HUB24, CFS Wrap, Netwealth platforms Familiar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planning Experience with ongoing fee agreement processes Previous experience completing implementation of advice including trading investments Salary is flexible depending on experience, circa $70,000 - $75,000 + super. How to apply: If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
-
Financial Adviser
Brisbane | $120,000 + super + quarterly bonuses (OTE $200k+)
The Opportunity: There is an excellent opportunity for an experienced financial adviser to join one of the fastest growing practices in Brisbane. They provide holistic financial advice with a focus on superannuation, personal insurance, cash flow management and investments. This opportunity is well suited to an adviser with 2+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth. Benefits: Existing clients and new client leads provided Join a business that is growing and acquiring books Streamlined processes and full back office support provided Earn excellent bonuses - OTE $200k+ Fun and social team culture Finish at lunch every Friday Duties and Responsibilities: You will be provided with existing clients, and new client leads to onboard Manage a book of ongoing service clients with a focus on superannuation, personal insurance and investment advice Continue to grow your client base - clients will be allocated to you as the firm continues to acquire businesses Provide an excellent level of client service Work collaboratively with in-house paraplanning and admin staff About you: Completed FASEA educational requirements 2+ years experience as an authorised financial adviser Xplan experience Experience providing advice on superannuation, personal insurance and investments Confident and experienced at handling leads and onboarding new clients Well presented and excellent communication skills Able to work in a fast paced environment Salary is $120,000 + super + quarterly bonuses. How to apply: If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
