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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Client Services Officer
Brisbane | $70,000 - $75,000 + super
About the Firm This well-established financial planning firm has been operating since 2010 and prides itself on building trusted, long-lasting relationships with their clients. Offering full holistic advice, they specialise in working with a variety of clients from young accumulators, through to retirees, and high net worth clients. They have created a collaborative and inclusive culture, which fosters strong teamwork where everyone is involved. The Role We are looking for a organised, client focussed professional to provide exceptional support to advisers and clients. You will ensure a seamless client service, create a positive client experience, and manage critical administrative tasks. Work from home flexiblity for 1 day per week is offered to all staff. Key Responsibilities Act as the first point of contact for clients, ensuring a welcoming and professional experience Manage client communication, including inquiries, scheduling, confirmations, and follow-ups Organise and maintain up-to-date client files and documents Support advisers by liaising with product providers and fund managers Assist with onboarding new clients and ensuring a smooth transition Diary management for advisers Handle phone calls and respond to client queries in a timely manner About You We are looking for someone who is friendly, professional, and highly organised. You will thrive in a team environment, enjoy client interactions, and be motivated to provide top-tier client service. Prior experience in a financial planning or professional services firm Strong administrative and organisational skills Ability to manage multiple priorities and meet deadlines Experience using Xplan Excellent written and verbal communication skills Ability to work independently and as part of a team 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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Business Services Manager / Senior Manager
Canberra | $150k - $200k + super
About the Firm Our client, a highly successful and progressive CA firm, is seeking a Senior Manager to join their team. This position offers a fast-tracked progression pathway to an Associate Director. This business has a strong track record of growth, is built for success, and focuses on delivering high-level compliance and advisory services. The Opportunity Due to significant growth, this role will see you step straight into the business where you will work autonously with an existing portfolio of clients. You will also be responsible for all new clients coming through the business. You will also be respsonbile for a team, overseeing the compliance work while being responsible for the advisory/client management. Key Responsibilities: Client Portfolio Management: Oversee a diverse portfolio of clients, primarily from the construction and professional services sectors. New Client Management: Be the primary contact for most new clients entering the firm, building and maintaining strong relationships. Team Leadership: Lead and manage a team of accountants, overseeing workflow, reviewing work, and providing technical training. Practice Management: Contribute to marketing initiatives, staff development, and operational strategy. Business Development: Manage new client leads and actively grow your fee base, supported by a well-established and proactive team. Key Attributes & Experience: An experienced maager or senior manager within a public practice accounting firm. Experience in reviewing tax compliance and providing client advisory services. CA or CPA qualification. A social, approachable, and positive personality that aligns with the firm’s culture. Australian experience in a client-facing role. A proactive, motivated mindset with a passion for leadership and client success. 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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Client Services Manager | Financial Planning
Gold Coast | $70,000 - $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 Ongoing management of the client database through Xplan Preparation for client meetings, including all correct documents Implementing advice documents (SOAs & ROAs) Liaising with third party providers Delivering a high quality service to clients 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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Senior Client Services Manager
Brisbane | $85,000 - $90,000 + super
About the Company Our client is a well-established mid-tier advisory and accounting firm with a long-standing history of success and continued growth. They are part of a global network of independent firms, offering comprehensive services including audit and assurance, financial management, corporate advisory, superannuation, taxation advice, and wealth management. The company works with a diverse range of clients, including SMEs, family businesses, listed entities, and government bodies. They pride themselves on building strong partnerships and delivering value beyond traditional services. About the Role We’re seeking an experienced Senior Client Services Manager to join the financial planning team of this dynamic firm. This role is pivotal in providing exceptional client support and ensuring the smooth delivery of services. If you’re a proactive and experienced professional ready to excel in a collaborative environment, this could be the perfect opportunity. Key Responsibilities Manage client-facing interactions and serve as a key point of contact for client inquiries. Prepare for client meetings, including review packs. Handle implementation tasks and manage the FDS (Fee Disclosure Statement) process. Follow up on client documentation and ensure compliance requirements are met. Update and maintain the Xplan database. What We’re Looking For 5+ years experience minimum in a Client Services position within financial planning. Understanding of industry compliance regulations. Strong experience with Xplan. Excellent organisational skills. Proactive, detail-oriented, professional, and client-focused. Ability to handle a broad range of responsibilities in a fast-paced environment. What’s on Offer Flexible work arrangements, including 2 days of WFH per week. A supportive team environment with the opportunity to work with highly skilled professionals. Competitive salary package. 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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