Back to consultants
Ben specialises in recruitment across the Financial Services industry. He completed a Bachelor of Business (Economics & Finance) at QUT, graduating in 2015. Since then, Ben has worked for 4 years in an ASX listed and industry leading Banking and Financial Services company. He had exposure to multiple different teams and roles, but most recently worked in the company’s Private Bank business.
Ben draws on his industry experience to provide first hand advice on our roles and vacancies, while his easy going and friendly nature cultivates strong, long-lasting relationships.
-
Client Services Manager
Brisbane | $80,000 - $95,000 package
An excellent opportunity has become available for an experienced Client Services Officer/Manager to join a successful professional services firm based on Brisbane's city fringe. Our client provides financial advice, accounting and business advisory services to its long standing client base. They offer a supportive and inclusive workplace with career progression opportunities tailored for each staff member. Benefits: Receive personalised ongoing training, development and mentorship Work as part of a supportive and collaborative team Regular social events Career progression opportunities available Predominantly work with HNW, wholesale clients Tasks and responsibilities: Provide full support to one of the Directors and their Associate Be a point of contact for clients and develop client relationships Book in client appointments and prepare for meetings Prepare forms and documents Implement financial advice recommendations Manage compliance such as ongoing engagements and FDS's Provide ad-hoc admin support About you: 2+ years previous experience in a CSO role supporting financial advisers Experience using Xplan Excellent communications skills, both written and verbal Professional and presentable Able to work autonomously and as part of a team Strong attention to detail Able to prioritise tasks and manage workflow Salary is flexible depending on experience, circa $80,000 - $95,000 package. How to apply: If you're interested please apply via this ad or 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/Junior Paraplanner
Brisbane | $60,000 - $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 or Junior Paraplanner to join their team. You will be joining a supportive and collaborative team, working alongside other CSO's, supporting a team of Financial Advisers. You will receive training in paraplanning and transition into a junior paraplanner role. Benefits: Comprehensive advice firm - be exposed to all areas of financial advice Social office environment with a family feel Work with senior financial advisers that are practiced at mentoring staff Be trained in paraplanning and transition to a junior paraplanner role Future opportunity for career progression and Professional Year Stable workplace with excellent staff tenure Tasks and responsibilities: Provide full support to the Directors and assist other advisers when necessary Handle compliance processes - FDS and annual agreements Full implementation of advice Managing the client database (Xplan) Complete investment portfolio reconciliations Manage projects - e.g. bulk client updates/communications Follow up with clients/product providers Ad-hoc administration duties and assist with client queries Liaise with offshore admin team Be trained in paraplanning and begin writing ROA and SOA documents About you: 2+ years previous experience in a CSO/financial planning support position - paraplanning experience will be highly regarded Relevant degree is favourable but not mandatory Experience using Xplan Familiar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planning Experience with FDS and fee agreement processes Previous experience completing implementation of advice Salary is flexible depending on experience, circa $60,000 - $75,000 + super. How to apply: If you're interested please apply via this ad or 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
-
Risk Financial Adviser
Brisbane | N/A
About the company: Our client is a professional services firm offering accounting, financial planning and insurance services to a book of long standing clients. They are situated in Fortitude Valley in modern, spacious offices. There is an exciting opportunity for an experienced risk adviser to join the team and manage a large book of existing insurance clients. Benefits: Existing book of risk clients ready to manage Room for career progression and growth Internal referral sources Work alongside senior financial advisers Social and interactive team culture The role: Manage a book of existing risk clients Engage with clients and build rapport Provide tailored personal insurance advice recommendations Drive growth - identify new business leads within the existing book Develop referral relationships with internal teams and external business partners Meet and onboard new risk clients Be proactive and complete your own business development About you: 3+ years of experience as an authorised financial adviser - open to holistic advisers with strong risk experience, or risk specialist advisers Completed FASEA required studies and exam Strong knowledge of insurance advice and passionate about a specialist role in this area Strong understanding of different insurance products and providers Self-sufficient and able to manage a book of clients Client focused Proactive with a growth mindset Experienced onboarding new business and growing a client base Xplan experience Salary is flexible and negotiable depending on experience. How to apply: If you're interested please apply via this ad or 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
-
CSO/Associate Adviser
Canberra | $65,000 - $80,000 + Super + Bonus
Our client is a well established financial planning business with offices in Canberra and interstate. They provide comprehensive financial advice and strive to go above and beyond for their clients. Due to growth, they are looking for a CSO/Associate Adviser to join their team. Benefits: Work with senior financial advisers 2nd chair in client meetings Be involved with the entire advice process Excellent firm with very low staff turnover Career progression and Professional Year on offer Base salary plus bonus Tasks and Responsibilities: Manage a book of clients alongside a senior financial adviser Prepare documents and forms for client meetings Attend client meetings with senior adviser and write file notes Ongoing client contact Maintenance of Xplan database Develop strategies alongside adviser Complete modelling and research for plans Write advice documents Implementation of advice About you: Ideally 2+ years of experience in financial advice as a CSO, paraplanner or associate adviser Completed or studying relevant degree is favourable Xplan experience Strong knowledge of financial planning practices and regulations Exposure to holistic financial advice Detailed Experience implementing advice Salary is flexible depending on experience, circa $65,000 to $80,000 + Super + Bonus. How to apply: If you're interested please apply via this ad or 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
