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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Portfolio Administrator
Brisbane | $75k - $85k + super (dependant on experience)
About the company: This is a 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 a Portfolio Administrator to work alongside a team of advisers and other staff members. In this role, you will be responsible for running and managing the portfolio management system of the business, looking after aprox $400 million in investments. Duties: Process and reconcile investment portfolio transactions Prepare client reports on a regular basis Assist with the administration of SMSFs & collation of their financial statements Update existing or create new transactions Arrange client billing for reports Skills & experience: Preferably previous experience within financial services (investment advice) Understanding of investment principles Ability to prioritise and manage multiple tasks Strong attention to detail Previous experience using portfolio administration or SMSF accounting software is preferrable (not essential) 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 Adviser
Brisbane | $90,000 - $100,000 + super
The company: Bentley Recruitment have partnered with a professional and highly reputable 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: Due to constant growth, this unique role has become available. We are seeking a candidate who is able to be a Financial Adviser and assist with a mixture of CSM and admin duties. Although this position has an admin component, you will be required to assist clients with queries, as well as assist fellow advisers with their clients. Opportunity for part-time work (reduced hours, 5 days per week). Duties: Assist advisers with their book of clients Assist clients with queries Handle insurance/risk related queries from clients Prepare execution only documents Vet advice documents (SOAs/ROAs) Skills & experience: Prior experience as a Financial Adviser Must be able to be authorised as an adviser Attention to detail is a MUST Strong technical knowledge Compassionate and excellent client relationship skills 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 Officer
Brisbane | Circa $60k + super
About the company: Our client is a highly reputable financial planning firm with over 40 staff, spanning across multiple locations throughout QLD and NSW. They are a large and respected company in the industry who provide clients with a high level of service and personalised advice. About the role: With continual growth in their Brisbane CBD office, they are seeking a Client Services Officer to join their team. You will join a high performing team and business, while receiving plenty of training and mentorship. This role is best suited for someone who has completed their studies and is looking to get into the industry. Future career progression supported! Benefits: Quarterly social events EOFY and Christmas events Flexible working hours WFH can be offered Career progression and training available Study support and study programs offered Duties: Manage and process all documents (implementation) Maintain and update relevant systems and databases Manage client queries with professionalism Liaise with providers Basic administration duties including phones, email, diary management, and other ad hoc tasks as required Skills & experience: Proven administration experience Experience in a similar role in financial services (ideal, not mandatory) Bachelor degree or tertiary qualification in financial planning (ideal, not mandatory) High attention to detail Strong time management skills Determination to succeed, commitment to the business and an eagerness to learn 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 Only shortlisted candidates will be contacted.
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Financial Adviser
Brisbane | $113.5k + super + bonus ($150k + OTE)
About the company: Our client is a fast growing and high-reputable financial planning business, specialising in aged care advice. They are the largest aged care advice business in QLD, with a strong national presence. Their office is located in the outside suburbs of the Brisbane CBD, which is easily accessible by public transport or parking available. About the role: To keep up with continued business growth, we are seeking an experienced financial adviser to join this supportive team. No sales or BD is required in this role, the focus will be on client meetings and providing sound, quality advice. You will need to be empathetic and have a strong attention to detail. Aged care experience is not essential, but experience working with retirement planning will be advantageous. Duties: Warm leads/referrals provided Convert leads into client meetings Conduct 8-10 appointments per week Provide exceptional service to clients Minimal admin work required (file notes, fact finds) Full CSO/Paraplanner support Skills & experience: Experienced working with Aged Care or Retirement Planning advice is ideal Able to handle a high volume of work Excellent communication skills - comfortable dealing with clients and onboarding new clients Empathetic Strong attention to detail Professional and presentable Benefits: As well as working with a great team with an excellent team culture, our client also offers a number of benefits: Uncapped bonus scheme Onsite car park provided Onboarding, training, and development program Support for your Aged Care Accreditation Social team environment, team events & activities No overtime or after hours work expected Work with a leader in the industry 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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Associate Director | Pathway to Partnership
Canberra | $150k - $200k + super (dependant on experience)
SEEKING A PATH TO PARTNERSHIP? Our client is a highly successful accounting group, that has experienced significant growth and market exposure in the last 5 years. With an exceptional service offering, this firm aims to provide clients with personalised solutions across accounting, advisory and SMSF. Due to growth, they are now seeking an Associate Director to quickly move along the pathway to partnership. This role will see you step straight into the business where you will work autonomously with new clients, directly manage a number of staff, and assist with some practice management duties. THE OPPORTUNITY: Manage a portfolio of clients predominantly from the construction and professional services industries. Be responsible for majority of the new clients coming into the business. Lead and manage a team of accountants: manage workflow, review work and provide technical training. Young and progressive leadership team Dedicated, passionate and social team culture Well-structured organisation built for success and growth ABOUT YOU: We are seeking a motivated, proactive and approachable person who has proven Management experience within an accounting firm Experience in reviewing tax compliance and client advisory work CA or CPA qualified Social, open and positive personality Australian experience in a client facing role APPLY: Click on APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au | 0468 496 046 Your application will be treated with the strictest confidentiality.
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Senior Accountant - Tax & Business Services
Canberra | Circa $100k + 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 to join the team. Ideally we are seeking someone with a minimum of 4 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: 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. Skills and experience: CA/CPA qualification preferred. Min. 4 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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