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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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Client Adviser / Investment Analyst
Brisbane | $110,000 - $120,000 package
Rare, multifaceted opportunity Advise clients and be part of the firms Investment Committee Opportunity for growth and development A rare and exceptional opportunity has just become available with one of our leading financial advisory clients in Brisbane. This role is multifaceted and will provide excellent exposure to the firms client advisory and internal investment/asset management teams. This position is suitable for: - Senior, technical paraplanners looking to take a step up - Associate Advisers or Junior Financial Advisers with a strong background in investment advice who are interested in working in an investment focused, HNW client space The role: Develop strong client relationships and trust through analysing and understanding client's goals and requirements Assist in delivering tailored financial advice alongside the Senior Adviser with a focus on Investments, Wealth Creation and Superannuation Actively seek new business opportunities via referrals and professional networking to continually develop your client relationships Provide an excellent level of client service and satisfaction Adhere to the firms compliance policies at all times Assist with management of the day-to-day operations of the Investment Committee Work with directors to develop appropriate strategies to meet current and future investment research and APL requirements Manage relationships with investment research suppliers Assist and manage project work across the firms Investment Committee and Asset Management Team Support the Investment Committee with high quality research and analysis About you: Minimum 5+ years previous experience within financial planning, ideally as an Associate Adviser or Financial Adviser Authorised Rep Passed FASEA exam Completed or working towards FASEA educational requirements Xplan experience Strong experience in delivering personal advice on investments and superannuation Strong knowledge and interest in investments; previous experience conducting investment research/analysis and/or Investment Committee experience will be very favourable Excellent communication skills and well presented; you will attend client meetings (predominantly HNW clients) Passionate about a long term career within the financial planning/wealth management industry Salaries are dependent on experience but will be circa $110k - $120k package. 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 me 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
Brisbane | $90,000 - $100,000 + Super + Bonus
Fast growing business Client leads provided Half day Friday Our client is a successful and fast growing boutique financial planning firm based on Brisbane's city fringe. They specialise in comprehensive financial advice and pride themselves on delivering an excellent client experience. With their growth, an opportunity has become available for a financial adviser to join the team. Benefits: Work a half day every Friday Fun, social work environment Client leads provided Going through a huge growth period, multiple business acquisitions. You will be handed clients over time Progression to Senior Adviser Competitive base salary with a structured pathway to making excellent bonuses The Role & Responsibilities: Focus on growing your own client book Target referral partner leads and a huge internal client database to develop new business relationships Onboarding of new clients and delivery of comprehensive advice solutions Develop strong relationships with referral partners As the business purchases more client books, be handed clients to manage Have access to admin and paraplanning support Ability to grow and develop in the business Access to the Director for any questions/required training About You: 3 - 5 years experience as a financial adviser (authorised rep) Passed FASEA exam Completed or working towards FASEA educational requirements Experience providing advice on super, insurance, investments, SMSF Driven and ready to hit the ground running Comfortable onboarding new clients Able to develop strong relationships and build rapport Able to work as part of a collaborative team Excellent communication skills Salaries are dependent on experience but will be circa $90k - $100k + Super + Bonus. 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 me 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
Brisbane | $55,000 - $65,000 + Super
Inner city Accounting and Financial Planning firm Full adviser support role Ongoing training and development Excellent opportunity to join a business that is going through a period of growth. Our client is based on Brisbane's city fringe. They are a multifaceted firm specialising in accounting and financial planning. This is the perfect opportunity for an experienced CSO who wants to broaden their knowledge and skills within a comprehensive advice firm. The role Be a point of contact for clients and maintain client relationships Provide full adviser support, gain exposure to holistic financial advice Maintain files and database records (Xplan) Conduct research on client holdings/accounts Arrange client appointments Prepare for annual review meetings Proof read Statements and Records of Advice, collate the documents for client presentations Handle advice implementation including account applications across multiple platforms Follow up implementation to ensure complete and update clients About you 2+ years of experience in an admin role within financial planning Understanding of the financial planning process Experience with Xplan and MS Office programs Experience using multiple investment platforms Excellent communication skills both written and verbal Able to develop strong relationships with clients and external stakeholders Highly organised, able to multi task and prioritise Happy to work as part of a collaborative team Knowledge of SMSF and insurance will be an advantage Salaries are dependent on experience ranging from $55k to $65k + Super. 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 me 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 Manager - Financial Planning
Melbourne | $70,000 - $80,000 + Super
Holistic advice firm Melbourne bayside office location Above market salary package This is an excellent opportunity for an experienced CSO / CSM to join a thriving financial planning firm based in Melbourne's bayside suburbs. Our client specialises in providing comprehensive financial advice and values developing strong client relationships. The Role Full time, Client Services Manager Involved in all aspects of adviser support and compliance Manage client annual fee agreement process Track client annual review dates, arrange appointments and prepare required documents/reports Complete due diligence checks on client accounts / policies Xplan and client data management and data entry Big focus on advice implementation Receive admin support from a VA Take on a leadership role as the admin/support team grows under you About You 4+ years previous experience in a financial planning support position Excellent communication skills both written and verbal Good attention to detail Able to work as part of a team Strong understanding of financial planning and different advice areas such as superannuation, investments, insurance Familiar with financial planning compliance requirements Well organised and able to manage time effectively Experience using Xplan Strong advice implementation experience Diploma of Financial Planning or relevant tertiary degree will be favourable Salaries are dependent on experience but will be circa $70,000 - $80,000 + super. 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 me 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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Paraplanner
Brisbane | $70,000 - $90,000 package
Training and mentorship provided Boutique financial planning firm, inner city location Competitive salary package Our client is a specialist financial planning firm that provides comprehensive, goals based advice to its clients. This position will work alongside their existing senior paraplanner until they retire in roughly 18 months. During this time you will have the opportunity to receive paraplanning training and mentorship from a senior colleague. The Role Complete product research & comparisons Liaise with external providers such as fund managers and insurers Assist in the development of strategies Prepare financial projections/ reports Write compliant and comprehensive ROA's and SOA's Supporting 2 advisers Work collaboratively with support staff and advisers Ensure all advice documents adhere to licensee compliance standards Receive training and guidance where needed Assist with some administration tasks where needed Be prepared to take on more responsibility when current paraplanner retires About You Ideally 2+ years experience in an paraplanning role within financial planning Diploma of Financial Planning or relevant tertiary degree preferable Experience writing complex, compliant ROA's and SOA's Previous experience dealing with holistic advice (Super, Insurance, Investments, Estate Planning, Retirement Planning etc) High attention to detail Have a high knowledge of financial planning regulations and compliance Advanced XPLAN experience including modelling and Xtools Passionate about paraplanning Organised and reliable Salaries are dependent on experience but will be circa $70,000 - $90,000 package. 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 me 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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Risk Financial Adviser
Sydney | $110,000 - $120,000 + Super
Insurance specialist firm based in Sydney CBD Work with existing clients and be provided with leads Competitive salary package There is an excellent opportunity for an experienced financial adviser to join our client located in Sydney CBD. This company specialises in providing tailored insurance/risk advice to its long standing client base of predominantly white collar professionals. Benefits: Competitive salary package - circa $110k to $120k + Super depending on experience Flexible daily start and finish times Work from home flexibility CBD location The Role: Develop strong relationships with existing clients Focus on further developing your client book via business referral partners and an extensive internal database Meet with clients in person and via video chat to provide tailored, personal insurance advice Maintain relationships and conduct annual reviews of clients needs Work collaboratively with colleagues such as paraplanners and admin support About you: Authorised representative Passed FASEA exam Completed or working towards FASEA educational requirements 3+ years experience as a financial adviser, must have experience providing risk/insurance advice Experience dealing with new and existing clients XPLAN experience ideal Able to work in a fast paced environment Passionate about providing an excellent client service Strong compliance and understanding of industry regulations 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 me on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
