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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Financial Adviser
Brisbane | $110,000 - $120,000 + super
The company: Bentley Recruitment have partnered with a professional and highly reputably financial planning firm located in the CBD fringe suburbs of Brisbane. They focus on developing strong relationships with their clients, which ranges from HNW, retirees, specialists, and engineers. The role: To keep up with continued business growth, we are seeking an experienced financial adviser to join a supportive team and take on an existing book of clients. You will be expected to attract new clients to the business, provide tailored advice to new and existing clients, as well as keep up to date with compliance requirements. Duties: Provide financial advice across all areas including investment, super, retirement planning, insurance, and estate planning. Undertake quality conversations with clients to understand their needs. Manage a grow a book of clients. Provide advice in the best interest of the client. Demonstrate the ability to build long-term relationships with clients. Skills & Experience: Minimum 5 years experience as a financial adviser, ability to come in and hit the ground running. Completed appropriate tertiary qualifications. Strong technical knowledge and ability to use software. FASEA qualified. Experience within the area of Self Managed Super Funds is important to succeed in this role. Compassionate and genuine with excellent client relationship skills. Attention to detail & a self-directed learner. Demonstrate excellent communication skills, both written and verbal. 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 Accountant or Manager
Canberra | Starting at $100,000 + super
About the company: My client is a boutique and professional Accounting practice who has been in operation for almost 10 years. Based in Deakin, they provide a full range of services in Tax & Accounting, Self-Managed Superannuation, Risk Management, Succession Planning, Growth & Well Being, and Business Advisory. They have a client centric approach, which primarily consists of HNW clients. About the role: Due to continued business growth, we are seeking a Senior Accountant or a Manager to join the team. Ideally we are seeking someone with a minimum of 5 years Australian Public Practice experience. Dependant on experience, you will be responsible for preparing financial statements, managing client relationships, and overseeing work of other accountants in your team. Duties: Your responsibilities will be dependant on your experience level. Core duties of the role/s are: Assist in managing a portfolio of clients, ensuring timely and accurate delivery of accounting services. Oversee the preparation of financial statements, tax returns, and other financial documents. Review and ensure the accuracy of financial reports and compliance with accounting standards and regulations. Ensure compliance with accounting standards, tax regulations, and internal policies. Analyse financial data to identify trends, variances, and opportunities for improvement. Lead and manage a team of accountants, providing guidance and support to ensure high performance and professional growth. Skills and experience: CA/CPA qualification preferred. 5+ years of accounting experience. Experience in public accounting. Proficiency in Xero software. Strong analytical skills and attention to detail. Excellent communication and leadership skills. Benefits: Competitive salary Free parking Flexible working hours Work-life balance Annual bonus Be rewarded with additional leave Regular social events 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 Client Services Manager
Brisbane | Circa $80,000 + super
About the company: Our client is a highly reputable and leading Financial Planning firm who has been in operation for over 30 years. This is a progressive business who is always looking at different opportunities for growth. With several offices located throughout QLD, this role is based in their office in the southern suburbs of Brisbane. They deliver a high quality, full comprehensive service to their client base, which ranges from business owners, professionals, retirees, TTR, families, and wealth accumulators. About the role: To keep up with continued business growth, I am seeking an experienced Clients Services Manager to support a financial adviser and assist with junior team members. You will have variety in this role where you will be responsible for preparation of advice documents, implementation of advice, research, and assist with strategy development. Duties: Proactively support financial advisers Preparation for client meetings, including all correct documents Implementing advice documents (SOAs & ROAs) and associated documents Be a first point of contact for clients Complete research and assist with strategy development Skills & experience: Experience working as a Client Services Manager within a financial planning firm Strong understanding of the financial planning process and workflows Experience using financial planning software and platforms (Xplan) Strong attention to detail and time management skills Ability to work well under pressure and prioritise your workload 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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Dealers Assistant
Brisbane | Up to $100k + super
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 currently seeking an experienced Dealers Assistant/Desk Assistant to support advisers, clients, open and maintain accounts, prepare documentation, and assist with the day-to-day operations of the business. You will join an admin team and work collaboratively on tasks. Benefits: Full-time employees work on a 9 day fortnight Opportunity for part time work, either 3 or 4 days per week Flexible working hours; ability to start your day earlier to finish earlier Bonus scheme for all staff including admin team Competitive salary/remuneration Duties: Provide support to advisers and clients in a timely and professional manner Assist with preparation and distribution of quarterly reports as required Prepare documents and manage implementation from start to finish Assist with IPO's and Share Purchase Plans (SPPs) Liaise with share registries regarding account management & CHESS transfers Skills & experience: Ideally 3 years experience in a similar role within Financial Services Strong attention to detail Strong organisational skills with the ability to meet deadlines Ability to work under pressure Outstanding verbal and written communication skills 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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