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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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Compliance Manager | Financial Planning
Gold Coast | $120,000 - $130,000 + super
About the firm Our client is based in the Southern suburbs of the Gold Coast and are renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive work environment where innovation and collaboration are celebrated. One of the many highlights of joining this team is their low staff turnover, which reflects the company's commitment to employee satisfaction and retention. This supportive environment not only nurtures professional growth but also ensures a healthy work-life balance. The role We are seeking a highly skilled Compliance Manager to join an expanding financial services firm. This role offers an exciting opportunity to lead and enhance compliance and risk management strategies within a dynamic and forward-thinking environment. You will ensure that this firms advice aligns with regulatory requirements. Key responsibilities Monitor compliance with the AFSL, including financial services offered and advice provided. Establish and update compliance policies and procedures. Conduct and oversee regular audits and reviews of financial advisers advice. Ensure adequate record keeping and documentation of client advice files. Provide compliance training to advisers, paraplanners, and CSO's. Ensure advisers meet ongoing training and CPD. What we're looking for Strong experience in a similar compliance role within financial services. Strong knowledge of financial planning compliance, risk management, and regulations. Proficiency in Xplan and other financial planning software. Leadership and coaching skills to support staff in compliance-related matters. Exceptional analytical, problem-solving, and communication skills. A proactive approach with a high level of integrity and accountability. Benefits This role offers a range of benefits designed to support your professional and personal well-being, including: Competitive Salary Package: Reflecting your skills, experience, and contributions. Professional Development Opportunities: Access to ongoing training, mentoring, and support for further qualifications. Positive Work Culture: A collaborative, inclusive environment that values innovation, teamwork, and employee care. Low Staff Turnover: Reflecting the organisation’s dedication to employee satisfaction and retention. Career Growth Potential: Clear pathways to expand your expertise and progress within the organisation. Health and Wellness Programs: Initiatives designed to support your physical and mental well-being. How to Apply Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion. Please note, only shortlisted candidates will be contacted.
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Compliance Manager | Financial Planning
Brisbane | $120,000 - $130,000 + super
About the firm Our client is based in the Brisbane CBD and are renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive work environment where innovation and collaboration are celebrated. One of the many highlights of joining this team is their low staff turnover, which reflects the company's commitment to employee satisfaction and retention. This supportive environment not only nurtures professional growth but also ensures a healthy work-life balance. The role We are seeking a highly skilled Compliance Manager to join an expanding financial services firm. This role offers an exciting opportunity to lead and enhance compliance and risk management strategies within a dynamic and forward-thinking environment. You will ensure that this firms advice aligns with regulatory requirements. Key responsibilities Monitor compliance with the AFS licence conditions, including financial services offered and advice provided. Establish and update compliance policies and procedures. Conduct and oversee regular audits and reviews of financial advisers advice. Ensure adequate record keeping and documentation of client advice files. Provide compliance training to advisers, paraplanners, and CSO's. Ensure advisers meet ongoing training and CPD. What we're looking for Strong experience in a similar compliance role within financial services. Strong knowledge of financial planning compliance, risk management, and regulations. Proficiency in Xplan and other financial planning software. Leadership and coaching skills to support staff in compliance-related matters. Exceptional analytical, problem-solving, and communication skills. A proactive approach with a high level of integrity and accountability. Benefits This role offers a range of benefits designed to support your professional and personal well-being, including: Competitive Salary Package: Reflecting your skills, experience, and contributions. Professional Development Opportunities: Access to ongoing training, mentoring, and support for further qualifications. Positive Work Culture: A collaborative, inclusive environment that values innovation, teamwork, and employee care. Low Staff Turnover: Reflecting the organisation’s dedication to employee satisfaction and retention. Career Growth Potential: Clear pathways to expand your expertise and progress within the organisation. Health and Wellness Programs: Initiatives designed to support your physical and mental well-being. How to Apply Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion. Please note, only shortlisted candidates will be contacted.
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Client Services Manager | Financial Planning
Gold Coast | $75,000 - $80,000 + super
About the firm Our client is based in Varsity Lakes and are renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive work environment where innovation and collaboration are celebrated. One of the key highlights of joining this team is their low staff turnover, which reflects the company's commitment to employee satisfaction and retention. This supportive environment not only nurtures professional growth but also ensures a healthy work-life balance. With clear career development opportunities, you’ll have the support to reach your full potential. About the role: To keep up with continued growth, we are seeking an experienced 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. Key responsibilities Prepare client meeting packs, reports, and review documents Implementing advice documents (SOAs & ROAs) Coordinate with external providers (e.g., product providers, insurance companies) for product information and follow-ups Maintain ongoing communication with clients to build strong relationships Follow up on outstanding client documentation and ensure timely submission. Maintain up-to-date and accurate client records in CRM and other systems/portals. Liaise with internal departments (e.g. paraplanners and advisors) to ensure smooth workflow. What we're looking for 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 Benefits This role offers a range of benefits designed to support your professional and personal well-being, including: Competitive Salary Package: Reflecting your skills, experience, and contributions. Professional Development Opportunities: Access to ongoing training, mentoring, and support for further qualifications. Positive Work Culture: A collaborative, inclusive environment that values innovation, teamwork, and employee care. Low Staff Turnover: Reflecting the organisation’s dedication to employee satisfaction and retention. Career Growth Potential: Clear pathways to expand your expertise and progress within the organisation. Health and Wellness Programs: Initiatives designed to support your physical and mental well-being. How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion. Please note, only shortlisted candidates will be contacted.
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Client Service Officer
Brisbane | $70,000 + super
About the company: Our client is a fast growing and highly-reputable financial planning business, who is recognised as one of Australia's top 30 best places to work 2024. They have a strong national presence with their Brisbane office located in the outside suburbs of the Brisbane CBD. A great opportunity to work for a trusted brand name with a people first approach. About the role: To keep up with continued business growth, we are seeking a client service officer to join this team. You will work in a team of CSO's supporting a team of advisers, while being responsible for handling client quieries, advice implementation, and assisting with coordinating SOAs. Strong attention to detail is critical, along with a foundational knowledge of the financial planning industry. Career progression and Professional Year can be supported in the future. Duties: Act as a primary point of contact for clients regarding administrative and service-related matters. Follow up on outstanding client documentation and ensure timely submission. Maintain up-to-date and accurate client records in CRM and other systems/portals. Liaise with internal departments (e.g. paraplanners and advisors) to ensure smooth workflow. Assist in coordinating documents for the paraplanning team. Assist clients with completing forms and applications. Skills & experience: Foundational knowledge of the financial planning industry Understanding and experience using various financial planning platforms and products Strong attention to detail Ability to work in a fast paced environment Benefits: Enjoy an additional day off each month Early finishes on Fridays Continuous learning and development opportunities Professional Year support on offer in the future How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Alternatively, reach out on 0468 496 046 for a confidential discussion. Please note, only shortlisted candidates will be contacted.
