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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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Associate Adviser
Brisbane | $70,000 - $85,000 + super
About the company: My client is a leading, mid-sized financial planning and accounting firm who have been in operation for over 30 years. They provide a full suite of services to their clients, ranging from wealth advice, super, retirement planning, insurance, business services, and accounting services. They have a high staff retention rate, which is attributed to their outstanding culture and career progression opportunities. About the role: They are currently experiencing a lot of growth, with many new clients coming onboard. They are looking to bring on an Associate Adviser who has either started their PY, or who is looking to start. You will support a team of financial advisers with new clients, attend client meetings, and eventually manage these clients when you are ready. Plenty of training and mentorship is available. Duties: Support a team of financial advisers with new clients Attend all client meetings; have the opportunity to run the initial client meeting Work mainly with investment, super, retirement planning, insurance, and estate planning advice Opportunity to take on an established client base when you are ready Full support through your Professional Year Skills & experience: Experienced Associate Adviser ready to take the next step; ideally started PY, or looking to start Completed appropriate tertiary qualifications Demonstrate excellent communication skills, both written and verbal Strong desire to grasp opportunities and develop your career Motivated and hard working Benefits: Mentorship and guidance; progress your career Outstanding office culture and staff retention Social team environment with social events such as EOFY, Melbourne Cup, and birthdays Will consider flexible working arrangements upon longevity with the firm How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au Please note, only shortlisted candidates will be contacted.
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Client Services Manager | Financial Planning
Brisbane | $75,000 + super
About the company: Our client is a large sized financial planning firm who has been in operation for over 13 years. They have offices located in the Brisbane CBD and the southern suburbs in the Gold Coast. They deliver high quality, professional advice to their client base, which ranges from medical and business professionals to families and wealth accumulators. About the role: To keep up with the growth of the firm, my client is seeking an Client Services Manager who will join an existing client services team to support the financial advisers and business partners. This role will require initiative, decision making, and leadership. You will be working in a fast paced environment, ensuring the needs of the client are met at all times. Duties: Ongoing management of the client database through Xplan Preparation for client meetings, including all correct documents Implementing advice documents (SOAs & ROAs) Liaising with third party providers Delivering a high quality service to clients Skills & experience: 2 + years experience working as a Client Services Officer within a financial planning firm Sound understanding of the financial planning process Experience using Xplan, workflows, and tasks Strong attention to detail and time management skills Ability to work well under pressure and prioritise your workload Culture: My client has an exceptional company culture, very little staff turnover and they provide excellent support, training and mentoring. They have a focus on building a culture that is about their staff and their well-being. They invest in their staff and assist with their career growth and development. Benefits: Flexible work hours, with the option to start later/earlier and finish later/earlier Opportunity for 1 day WFH after a period of time Team and individual rewards if targets are met Competitive salary and bonus scheme Paid day off for your birthday Yoga every Tuesday (optional) Young dynamic team Strong support and mentorship from leaders within the business How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au Alternatively, contact Scott on 0468 496 046 Please note, only shortlisted candidates will be contacted.
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Senior Accountant (Tax and Advisory)
Melbourne | $100,000 + super + bonus
About the company: Our client is a well-established boutique firm who have been providing a range of services to a variety of clients for over 30 years. They provide a full suite of services including accounting, business advisory, taxation, bookkeeping, super, estate planning, and wealth management. Their office is located in the heart of the CBD and is easily accessible by all forms of public transport. About the role: Due to continued growth within the business, we are seeking an experienced supervisor, or senior accountant who has demonstrated experience in a leadership or mentoring role. Reporting to the manager, this client facing role will see you managing a diverse portfolio of clients, providing compliance and advisory services. There will be client communication in this role so strong communication skills are a must. Duties: Provide full compliance and advisory services to a portfolio of clients Supervise, mentor, and provide guidance to junior accounting staff Analyse and review financial statements, prepare budgets, and cash flow projections Identify and resolve complex accounting issues Conduct regular meetings with clients Skills & experience: Minimum 5 years experience in a similar role CPA or CA qualified (or working towards this) with a relevant accounting degree Experience with Xero Strong problem solving skills with the ability to prioritise and meet deadlines Excellent management and supervisory skills Benefits: Career progression supported; ability to grow with the business Operate on a 9-day fortnight Flexible working arrangements with 1-2 days WFH per week Flexible start and finish times Excellent bonus scheme implemented allowing all staff to receive bonuses Social team with regular events and activities Outstanding culture; inclusive, supportive, collaborative and excellent staff tenure How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au Please note, only shortlisted candidates will be contacted.
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Senior Financial Investment Adviser
Brisbane | $130,000 - $150,000 + super + bonus
About the company: This is an exciting and unique opportunity to join an well established, and well respected Wealth Management firm located in the Southern Suburbs of Brisbane. This highly successful and professional firm have developed an outstanding service catering to their clients wealth needs. They focus on creating strong relationships with their clients through providing a hands on approach. My client focusses on investment advice for a client base made up of HNW and UHNW clients. About the role: We are seeking a Senior Financial Adviser who has strong experience dealing with investment advice, wealth management, and/or stockbroking. Ideally, you will have a client base, or book of clients to bring with you, with the outlook for more clients to be handed to you. There is the future opportunity to become a shareholder within the business. Benefits: Operate on a 9 day fortnight Generous bonus structure Opportunity to become a shareholder/equity partner Above market base salary Little to no BD/sales involved Professional working environment with a respectful team Duties: Ideally, transfer and manage your own book of clients Manage and build relationships with clients allocated to you Conduct regular meetings, providing wealth management and investment advice Create strong relationships with clients, ensuring you provide a genuine, quality service Collaborate with the team, assisting each other with the workload and research Skills & experience: Ideally coming from an investment or stockbroking background Experienced with investment platforms Ability to build rapport with clients Completed or working towards FASEA educational requirements Passed FASEA exam Growth driven, have a desire to succeed Exceptional communication skills Ability to work well within a team environment How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au Alternatively, contact Scott on 0468 496 046 Please note, only shortlisted candidates will be contacted.
