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Scott Munro
Scott specialises in recruitment for the Financial Services industry across Brisbane, Gold Coast, Sydney, Melbourne, and Canberra. Scott has completed a Bachelor of Business Management (Marketing & International Business) at the University of Queensland, graduating in 2016. With a background in sales, Scott draws on his experience providing exceptional services to both his candidates and clients, while developing long-lasting relationships.
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Investment Financial Adviser
Brisbane | $120,000 + super
THE OPPORTUNITY: Our client is a well-known, leading wealth manager and corporate advisory business with offices spanning across multiple locations in Australia. They are placed in the top 5 independent Australian stockbrokers, with access to offices in global investment centres. Having a client focussed approach, they have forged strong relationships with their client base, allowing them to achieve high levels of client satisfaction. ROLES AND RESPONSIBILITIES: Focus on growing your own book of clients Provide investment advice to new and existing clients Have strong communication skills Maintain a comprehensive knowledge of current compliance requirements Be part of a growing company and rewarded with excellent opportunities Supported by back office and support staff ABOUT YOU: 3 + years experience as a financial adviser Highly advantageous to have your own book of clients Have a strong understanding of investment advice Authorised Rep Passed FASEA exam Completed or working towards FASEA educational requirements Excellent communication skills and attention to detail Click APPLY and attach your resume or contact Scott Munro for a confidential discussion on: Phone: 07 3229 8020 Email: scott@bentleyrecruitment.com.au LinkedIn: https://www.linkedin.com/in/scott-munro187/
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Client Services Officer
Brisbane | $70,000 including super
The Opportunity: Our client is a highly successful and progressive financial planning firm based in Brisbane CBD. Experiencing continual growth, they are seeking an experienced Client Services Officer to join their team. You will be providing support to the lead financial advisers, while collaborating with the existing team to provide market leading advice and service to their high net wealth client base. Career progression is offered, with the opportunity to be mentored by leaders in the industry. The Benefits: Relaxed work environment Flexible work hours Education and progression opportunities Regular social events and lunches Opportunity for bonuses Duties & Responsibilities: Provide support to financial advisers Prepare and implement advice documents (SOA's & ROA's) Provide a high level of client service; maintaining and developing client relationships Maintain and update files and database records Prepare for, and manage client reviews About You: Have 1+ years experience in a Client Services Officer role within financial planning Be able to multitask and manage your workflow Have a high attention to detail and strong work ethic Be able to prioritise Experience with Adviser Logic is an advantage Salary is dependant on experience, but will be circa $70k including super + bonus. Click APPLY and attach your resume or contact Scott Munro for a confidential discussion on: Phone: 07 3229 8020 Email: scott@bentleyrecruitment.com.au LinkedIn: https://www.linkedin.com/in/scott-munro187/
