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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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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Paraplanner
Brisbane | Circa $85,000 + super
About the company: Our client is a large sized financial planning firm who has been in operation for over 13 years. They have offices located in a number of different locations throughout Australia, with this position being based in the Brisbane CBD. They deliver high quality, professional advice to their client base, which ranges from medical and business professionals to families and wealth accumulators. About the role: To keep up with continued business growth, we are seeking an experienced paraplanner to join an existing paraplanning team, which will see you support a team of financial advisers. You will be required to complete relevant research and modelling for plans, peer review advice documents, along with preparing simple, standard, and complex advice documents. Duties: Complete research in relation to investment and super products Prepare insurance needs analyses and prepare insurance quotes Peer review of advice documents Prepare simple, standard, and complex advice documents Prepare projections in relation to social security, aged care, super, investments, and debt reduction Skills & experience: Prior experience in a paraplanning position Relevant tertiary qualifications Competent Xplan experience (Xtools+, Wealth Solver, and Risk Researcher) Excellent problem solving skills and attention to detail Comprehensive understanding of SMSF, super, insurance, investments, tax, gearing, and aged care Culture: My client has an exceptional company culture, very little staff turnover, as well as providing excellent support, training and mentoring to staff. They have a focus on building a culture that is about their staff's well-being. They invest in their staff and assist with their career growth and development. Benefits: Flexible work hours, with the option to start later/earlier and finish later/earlier Team and individual rewards if targets are met Competitive salary and bonus scheme Paid day off for your birthday Employee well-being program Young dynamic team Strong support and mentorship from leaders within the business 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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