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.
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Management Accountant/Finance Officer
Gold Coast | Circa $85,000 + Super
About the opportunity: We are partnered with a successful professional services practice located on the Gold Coast that is experiencing continued growth across their client base and team. They provide tailored financial advice, accounting and mortgage broking solutions and have been in operation for close to 10 years. Due to business growth, they are looking to hire a management accountant/finance officer. Benefits: Work closely with directors and management Growing firm with room for career development Work life balance and work from home flexibility (1 day per week) Monthly RDO's Regular morning tea provided and social events Tasks and responsibilities: Complete end of month reporting including journals and reconciliations, and then present results providing feedback on performance against budgets/forecasts Manage the day-to-day financial reporting Support the annual budgeting process Provide business performance reporting and analysis to improve operational and business performance Working with, and maintaining, complex Financial Models Accounts Receivable and Accounts Payable tasks Preparation and lodgment of monthly/quarterly Business and Instalment Activity Statements Payroll processing About you: Previous experience in a management accountant role in an Australian professional services firm (e.g. financial services, accounting or legal) Hold a formal qualification such as Bachelor's degree in Business/Accounting Experience with financial reporting of multiple entities and consolidated financial statements Experience using Xero and ideally Worksorted Strong understanding of compliance obligations Strong customer service and communication skills Salary is flexible depending on skills and experience, circa $85,000 + 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
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Financial Adviser - Risk
Brisbane | Flexible salary depending on experience
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 Ability to take on a leadership role in the risk team 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
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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) Flexible hours 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 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
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Junior Financial Adviser
Brisbane | $90,000 - $100,000 + Super + 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, and is looking to develop their career in financial advice. Benefits: Work closely with a senior financial adviser Mentorship and training provided New client leads provided Excellent team culture with a family feel Manage clients and client meetings Develop a client base and move into a standalone adviser role Base salary plus bonus 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 Develop your client management skills and over time, become the lead adviser on your own book of clients About you: Experience as a provisional adviser or junior financial adviser Completed FASEA required studies and Professional Year (if required) - ready to be authorised Experience attending client meetings and developing strategies Strong knowledge of financial planning practices and regulations Good technical ability Exposure to holistic financial advice Excellent communication skills Salary is flexible depending on experience, circa $90,000 to $100,000 + 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
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