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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Practice Manager
Gold Coast | $85,000 - $100,000 + Super
About the opportunity: We are partnered with a successful financial advice practice located on the Gold Coast that is experiencing continued growth across their client base and team. They provide tailored financial advice solutions to a niche client base and have been in operation for close to 10 years. Due to business growth, they are looking to hire a Practice Manager that can assist with overall management of the team and business. Benefits: Work closely with directors and help to guide the business Growing financial advice practice with room for career development Work life balance and work from home flexibility (1 day per week) Monthly RDO's Regular morning tea provided Tasks and responsibilities: Provide management and operational support to directors Manage HR duties and processes Assist with staff recruitment and onboarding Day to day management of CSO and paraplanning staff including workflow management Performance management of admin staff Assist with regular business reporting and payments General office management About you: Previous experience in a practice/office/operations management role in an Australian financial planning or accounting firm Completion of a relevant tertiary degree is favourable but not mandatory Ideally an understanding of general financial planning processes and business operations HR experience Experience managing a team and handling performance management Accounting/revenue reporting experience will be highly regarded Personable and comfortable managing staff day to day Salary is flexible depending on skills and experience, circa $85,000 - $100,000 + 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 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 | $65,000 - $80,000 + 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 FDS and fee agreement processes Previous experience completing implementation of advice including trading investments Salary is flexible depending on experience, circa $65,000 - $80,000 + 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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Head of Operations
Brisbane | Flexible salary depending on skills and experience
Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families. There is a rare opportunity to join the team on a 12-18 month contract as their Head of Operations. Benefits: Successful, well established business with strong compliance and processes in place Work closely with highly experienced financial advisers Excellent team culture Work with HNW and UHNW clients High level role with a focus on business operations and compliance Tasks and responsibilities: Manage licensee business operations including strategic goals and objectives (self-licensed firm) Monitoring of financial services legislation and impacts to licensee Management of licensee’s ASIC reporting requirements Management and oversight of annual financial adviser file reviews and AFSL audits IT cybersecurity and management of relationships with Xplan and other software providers/platforms Development and management of licensee internal training program and assist with licensee/compliance training Provide support to Directors Assist with onboarding of new employees Investigation of opportunities to improve the licensee’s operational efficiency About you: Extensive experience in the financial planning industry with 2+ years in an operations, compliance and/or practice manager role Strong understanding of financial services legislation and licensee requirements/compliance - experience managing an AFSL will be highly regarded Understanding of financial adviser annual audit process Xplan experience and strong IT skills Experience developing and implementing business processes Salary is flexible depending on skills and 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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