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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
Sydney | $80k + super
Our client is a highly reputable financial planning firm having been in operation for over 50 years, with offices in multiple locations across Australia. Due to continued growth and success in their Sydney office, they are seeking an Associate Adviser to join their team. Working alongside one of the lead advisers, you will assist in providing insurance advice to their extensive client base. This is a fantastic opportunity for someone looking for mentorship and career progression, with the opportunity to grow into a Financial Planner position. Benefits: Future opportunity to become an adviser within the firm Great mentorship and progression Parking available on site Close to public transport (train & bus) Excellent team culture with a social, fun, positive environment Prefer to promote within Duties & Responsibilities: Work closely with the senior adviser Attend client meetings Assist adviser with managing their client book Develop strategies and assist with presenting strategies to clients Be handed your own clients over time, and take on your own clients Willing to assist with support work and paraplanning when required Take on more responsibility when you are ready About You: Must have an understanding of key strategies Have an understanding of different types of insurance Authorised rep status, registered with ASIC (not open to those still needing to complete professional year) Completed or working towards FASEA educational requirements Able to write advice documents (SOA's & ROA's) Capable with risk researcher Experience with XPLAN Passionate about a long term career in financial planning Looking for the next step in your career to learn and develop under a senior adviser Salary will be dependant on your experience but will be circa $80k + super. Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020; 0468 4960 46 LinkedIn: https://www.linkedin.com/in/scott-munro187/ For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Paraplanner
Brisbane | $70k - $90k + super
Well established Financial Planning and Taxation Firm Training and mentorship Hands on, multi-faceted role The Company: Our client is a well established boutique firm specialising in comprehensive advice for their loyal client base. A fantastic opportunity is currently available for an experienced paraplanner to join their team. Located in a growing suburban hub in the south western corridor of Brisbane, with easy access to public transport, cafes and shops. Our client offers a number of benefits including: A focus on work life balance Flexible working arrangements On site car parking Regular social activities Close knit and friendly team Roles & Responsibilities: This is a multi-faceted position where you will be required to perform the following duties: Provide support to the lead adviser Complete product research and assist with appropriate strategies Prepare compliant, comprehensive and complex SOA's and ROA's Liaise with clients and fund managers Generate and process OASA, Fee Consent and Fund Manager applications Organise and completion of ad-hoc administration tasks Prepare files and reports for annual review meetings XPLAN database management About You: Currently working in a paraplanning role with minimum 2 years experience Diploma / Advanced Diploma of Financial Planning essential Advanced skills in XPLAN, Xtools+, Microsoft Word & Excel Have technical knowledge of tax, Centrelink entitlements, deceased estates Willing to perform a wide range of administrative duties Excellent communication skills and high attention to detail Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020; 0468 4960 46 LinkedIn: https://www.linkedin.com/in/scott-munro187/ For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Associate / Financial Planner
Brisbane | $80k - $90k + super
Client facing role Handle new and existing clients Excellent team and office culture The Company: Due to rapid growth, an excellent opportunity is available for an Associate Adviser / Adviser to join a financial planning team who provide one of Australia's most comprehensive financial planning services. Based in Brisbane's north, this firm offers their services to a variety of clients, from individuals to high net wealth clients, identifying and fulfilling their needs to exceed all expectations. There is a great team with a fantastic office culture, with regular social activities. This is a perfect opportunity for Associate Advisers or Financial Advisers who are motivated and driven in developing a career within financial planning. The Benefits: A progressive company with a people first culture, looking after their staff with rewards and staff functions Flexible work hours Work-life balance is encouraged Mentorship and training Potential to become an equity partner Staff parking and street parking available Prefers to promote from within Roles & Responsibilities: Client facing role, servicing new and existing clients Develop, maintain and grow your client base Follow up new business leads and onboard new clients Deliver comprehensive advice solutions, both basic and complex Complete paraplanning duties, including writing SOA documents Work collaboratively with colleagues Mentoring and support from a team of experienced financial advisers Be able to perform a variety of roles/duties About You: Registered with ASIC Passed FASEA exam Completed or working towards FASEA educational requirements Experience with XPLAN is desirable Able to run client meetings and present advice; excellent communication skills Previous experience in an Associate / Adviser position Enthusiastic and passionate about financial planning Salary is dependant on experience ranging from $80k to $90k + super. Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020; 0468 4960 46 LinkedIn: https://www.linkedin.com/in/scott-munro187/ For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Paraplanner / Strategist
Toowoomba | $65,000 - $85,000 + super
Great work culture Client facing role Monthly RDO The Company Our client is a well established and highly reputable firm being in operation for over 40 years, working with clients right across Queensland! With continual growth in their financial services division, they are seeking an experienced Paraplanner / Advice Strategist to join their team. You will be primarily supporting and assisting the financial planners with their clients and preparation of advice. It will be ideal for an enthusiastic, self-motivated and efficient professional looking to grow and develop their skillset within the industry. The Benefits Well-known firm who prefer to promote within Strong focus on training and development Active social club with monthly events Monthly RDO available Flexible hours & work-life balance is encouraged Roles & Responsibilities Write comprehensive and compliant SOA and ROA documents Complete product research Develop strategies and discuss with advisers Work directly with Financial Planners and assist with a range of daily tasks Attend client meetings and be mentored by Financial Planners Implement advice strategies when required Ensure all advice documents adhere to licensee compliance standards Maintain and build upon your knowledge within the industry Timely follow ups with clients About You Passionate about delivering excellent customer service Have a great knowledge of investments, superannuation, tax, debt management, structures, estate planning, insurance and compliance Ability to build and maintain relationships Have a high knowledge of financial planning regulations and compliance Experienced with XPLAN Excellent time management skills Can work under pressure and towards deadlines Salary is dependant on experience ranging from $65k to $85k + super. Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020; 0468 4960 46 LinkedIn: https://www.linkedin.com/in/scott-munro187/ For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Associate Adviser
Canberra | $80,000 + super
Excellent opportunity for career progression Shadow and learn from the lead adviser Become a future adviser within the company Our client is a highly reputable financial planning firm having been in operation for over 50 years, with offices in multiple locations across Australia. Due to continued growth and success in their office, they are seeking an Associate Adviser to join their team. Working alongside one of the lead advisers, you will assist in providing insurance advice to their extensive client base. This is a fantastic opportunity for someone looking for mentorship and career progression, with the opportunity to grow into a Financial Planner position. Benefits: Future opportunity to become an adviser within the firm Great mentorship and progression Parking available on site Excellent team culture with a social, fun, positive environment Prefer to promote within Duties & Responsibilities: Work closely with the senior adviser Attend client meetings Assist adviser with managing their client book Develop strategies and assist with presenting strategies to clients Be handed your own clients over time, and take on your own clients Willing to assist with support work and paraplanning when required Take on more responsibility when you are ready About You: Must have an understanding of key strategies Have an understanding of different types of insurance Authorised rep status, registered with ASIC Completed or working towards FASEA educational requirements Able to write advice documents (SOA's & ROA's) Capable with risk researcher Experience with XPLAN Passionate about a long term career in financial planning Looking for the next step in your career to learn and develop under a senior adviser Salary will be dependant on your experience but will be circa $80k + super. Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020; 0468 4960 46 LinkedIn: https://www.linkedin.com/in/scott-munro187/ For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Financial Planner
Brisbane | $100 - $120k package
The Company: Our client is a highly reputable financial planning firm looking to expand their team and service offerings. Offering their services to a variety of clients, from families to high net wealth clients, this firm takes a client first approach in ensuring their clients future is well looked after. They are a leading financial planning firm based in Brisbane's north, looking to take on an experienced financial planner to manage their growing client base with a focus on wealth creation and investment. The Benefits: A progressive company with a people first culture, looking after their staff with rewards and staff functions Opportunity for performance based bonuses Flexible work hours Work-life balance is encouraged Ongoing personal training and development course offered for all staff, assisting staff in reaching their personal and professional goals Potential to become an equity partner Staff parking is provided Great staff tenure Role / Responsibilities: Manage new and existing client base Develop and maintain relationships with existing clients Onboarding of new clients and delivery of comprehensive advice solutions Take advantage of an extensive referral network Access to admin and paraplanning support About You: Well experienced as a Financial Planner Experienced providing holistic advice to clients Registered with ASIC as an adviser Passed FASEA exam Completed or working towards FASEA educational requirements Ability to come in and hit the ground running Able to work autonomously Have a passion for financial planning Salary is dependant on experience ranging from $100k to $120k package. Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020; 0468 4960 46 LinkedIn: https://www.linkedin.com/in/scott-munro187/ For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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General Manager | Financial Planning
Brisbane | $120k + super
The Company: A super opportunity is now available for a general manager to join this highly reputable and well-known aged care financial planning firm, who are looking to expand Australia wide! You will join a small, but supportive team with a great culture and family type feel. To be successful in this position, you will be a highly experienced and capable individual within the finance industry. You will work alongside the directors to achieve the company's goals, and manage the day to day operations of the business. Roles & Responsibilities: General operation of all areas within the business Manage the workflow of the business Ensure all processes and procedures are followed and adhered to Develop, improve and implement policies and procedures Leading and managing staff and team leaders Assist the directors and the firm achieve their goals About You: Currently in a general manager/practice manager role with 3+ years experience Success in developing and implementing business strategies A strong understanding of the financial services industry Proven ability to deliver on set targets Able to train and develop staff Proven experience with running a business Salary is dependant on experience circa $120k + super. Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020 LinkedIn: https://www.linkedin.com/in/scott-munro187/ For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
