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Scott Munro
Scott specialises in recruitment for the Financial Services industry, working with clients and candidates across Brisbane, the Gold Coast, Sydney, Melbourne, and Canberra. He holds a Bachelor of Business Management (Marketing & International Business) from the University of Queensland, graduating in 2016. With a background in sales, Scott brings a strong service focus to his recruitment practice, delivering tailored support to both clients and candidates. His approachable manner and commitment to building long-lasting relationships are central to his success.
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Senior Client Services Officer
Brisbane | $85,000 + super + bonus
About the role Lead the Client Services Officer function, acting as the primary contact point for clients. Oversee client implementation, assist with quarterly reporting, manage an offshore team, and ensure smooth business workflow. Oversee client implementation and off-platform fund allocations Manage and delegate tasks to offshore CSO team Serve as the primary contact for client liaison Assist with quarterly client reporting and compliance tasks Maintain smooth daily workflow and communication within the team Skills & Experience Strong client services and administrative skills in financial planning Ability to handle pressure calmly and professionally Comfortable managing small teams and delegating work Familiarity with HUB24, Class, or similar platforms is beneficial Benefits Competitive salary and bonus structure Professional, respectful, and collaborative environment Standard hours with flexible start/finish times Supportive culture focused on teamwork and work ethic About the company/ Culture Established 35 years ago, this boutique wealth management firm focusses on providing a hands-on, quality client service. The team of 12 is experienced, collaborative, and respectful, thriving in an open-plan office. Clients are mainly wholesale/HNW. People enjoy working here because of the genuine teamwork, respect for work ethic, and the professional, stable environment. How to Apply Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to scott@bentleyrecruitment.com.au. Only shortlisted candidates will be contacted.
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Compliance Manager
Adelaide | $120k - $130k + super
About the role Lead and enhance compliance strategies for a dynamic financial services firm. Report to the executive leadership team and work closely with advisers, paraplanners, and CSOs to ensure adherence to licensee standards. Monitor compliance with AFSL regulations Update and implement compliance procedures Oversee audits and review adviser advice files Deliver compliance training and coaching Ensure adviser CPD and documentation standards Skills & Experience Proven compliance background in financial services Experience in coaching and training financial advisers Strong knowledge of AFSL and advice regulations Skilled in Xplan and financial planning platforms Effective communicator with leadership skills Benefits Competitive salary with annual bonuses Ongoing training and professional development Clear career progression pathways Wellness programs and work-life balance Stable team with low staff turnover About the company/ Culture Our client is a national financial services business with an office located in Central Adelaide. They're known for their quality of advice and are deeply committed to excellence and ethics. Their staff enjoy working here because of the supportive, collaborative team culture, commitment to development, and a genuine focus on employee wellbeing. How to apply Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to scott@bentleyrecruitment.com.au.
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Client Service Officer
Brisbane | Up to $75,000 + super
About the role Support the day-to-day operations of the financial planning division by implementing advice, managing client accounts and collaborating with advisers. This role plays a key part in client service delivery across investment and wealth management functions. Implement advice and portfolio changes for clients Set up new accounts across multiple platforms Manage client queries and update account details as needed Prepare advice documents and assist with fee disclosure statements Attend committee meetings and contribute to reports Skills & Experience Experience in client services or wealth management Exposure to financial planning software such as Xplan, Praemium or BT Panorama Strong verbal and written communication skills Ability to manage workflows and meet deadlines Diploma of Financial Planning a bonus, not essential Benefits Career progression within a growing wealth team Support through education and professional development Social team environment with regular events and celebrations Flexible work considered after tenure About the company / Culture Our client is a leading boutique firm offering accounting, wealth, insurance, and finance advice under one roof. With over 20 staff in the financial planning team, they provide advice to a growing client base of professionals and HNW clients. People enjoy working here because of their team-first culture, strong staff retention, and commitment to career growth. How to Apply Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to scott@bentleyrecruitment.com.au. Only shortlisted candidates will be contacted.
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Financial Adviser
Brisbane | $115,000 + super (OTE $150k+)
About the role Focus on delivering high-quality retirement and aged care advice in a professional, client-first environment. You'll be backed by a strong support team and a steady stream of appointments. Deliver tailored aged care financial advice Maintain accurate file notes and fact finds Maintain strong ongoing client relationships Deliver an empathetic, high-standard service Build trust through exceptional service Skills & Experience Tertiary qualification in financial services FASEA education requirements completed Strong client-facing advice experience Experience with financial planning software Highly organised with a collaborative mindset Benefits Work with a top 30 Best Places to Work 2024 Uncapped commission and bonus structure Onsite parking available Support for ongoing education and training Early finish on Fridays plus a monthly RDO About the company/ Culture Our client is a fast-growing, highly respected financial planning firm and Queensland’s largest provider of aged care advice. With a strong national footprint, they are committed to delivering tailored financial guidance with compassion and care. People enjoy working in this team because of its supportive leadership, structured training, and career growth opportunities. How to apply Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to scott@bentleyrecruitment.com.au. Only shortlisted candidates will be contacted.
