We recruit for a variety of positions in the financial services industry including:
Management & Executive
Financial Planners
Associate Planners
Paraplanners
Adviser Support
Client Services Managers
Client Service Officers
Administration and Support
Insurance Advisers
Funds Managers
Mortgage Brokers
Stocks & Shares
Superannuation
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Financial Adviser
Brisbane | $110,000 - $120,000 + super
The company: Bentley Recruitment have partnered with a professional and highly reputably 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: To keep up with continued business growth, we are seeking an experienced financial adviser to join a supportive team and take on an existing book of clients. You will be expected to attract new clients to the business, provide tailored advice to new and existing clients, as well as keep up to date with compliance requirements. Duties: Provide financial advice across all areas including investment, super, retirement planning, insurance, and estate planning. Undertake quality conversations with clients to understand their needs. Manage a grow a book of clients. Provide advice in the best interest of the client. Demonstrate the ability to build long-term relationships with clients. Skills & Experience: Minimum 5 years experience as a financial adviser, ability to come in and hit the ground running. Completed appropriate tertiary qualifications. Strong technical knowledge and ability to use software. FASEA qualified. Experience within the area of Self Managed Super Funds is important to succeed in this role. Compassionate and genuine with excellent client relationship skills. Attention to detail & a self-directed learner. Demonstrate excellent communication skills, both written and verbal. 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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Practice Manager
Gold Coast | $85,000 - $100,000 + Super
About the opportunity: We are partnered with a successful financial advice practice located on the Gold Coast that is experiencing continued growth across their client base and team. They provide tailored financial advice solutions to a niche client base and have been in operation for close to 10 years. Due to business growth, they are looking to hire a Practice Manager that can assist with overall management of the team and business. Benefits: Work closely with directors and help to guide the business Growing financial advice practice with room for career development Work life balance and work from home flexibility (1 day per week) Monthly RDO's Regular morning tea provided Tasks and responsibilities: Provide management and operational support to directors Manage HR duties and processes Assist with staff recruitment and onboarding Day to day management of CSO and paraplanning staff including workflow management Performance management of admin staff Assist with regular business reporting and payments General office management About you: Previous experience in a practice/office/operations management role in an Australian financial planning or accounting firm Completion of a relevant tertiary degree is favourable but not mandatory Ideally an understanding of general financial planning processes and business operations HR experience Experience managing a team and handling performance management Accounting/revenue reporting experience will be highly regarded Personable and comfortable managing staff day to day Salary is flexible depending on skills and experience, circa $85,000 - $100,000 + Super. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Financial Adviser - Risk
Brisbane | Flexible salary depending on experience
About the company: Our client is a professional services firm offering accounting, financial planning and insurance services to a book of long standing clients. They are situated in Fortitude Valley in modern, spacious offices. There is an exciting opportunity for an experienced risk adviser to join the team and manage a large book of existing insurance clients. Benefits: Existing book of risk clients ready to manage Room for career progression and growth Internal referral sources Work alongside senior financial advisers Social and interactive team culture The role: Manage a book of existing risk clients Engage with clients and build rapport Provide tailored personal insurance advice recommendations Drive growth - identify new business leads within the existing book Develop referral relationships with internal teams and external business partners Meet and onboard new risk clients Be proactive and complete your own business development About you: 3+ years of experience as an authorised financial adviser - open to holistic advisers with strong risk experience, or risk specialist advisers Completed FASEA required studies and exam Strong knowledge of insurance advice and passionate about a specialist role in this area Strong understanding of different insurance products and providers Self-sufficient and able to manage a book of clients Client focused Proactive with a growth mindset Experienced onboarding new business and growing a client base Xplan experience Salary is flexible and negotiable depending on experience. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Client Services Officer - Financial Planning
Brisbane | $65,000 - $80,000 + Super
Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane's city fringe. An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and welcoming team, working alongside other CSO's, supporting two Financial Advisers. Benefits: Comprehensive advice firm - be exposed to all areas of financial advice Welcoming, supportive team culture with good staff tenure Work closely with Directors Work from home flexibility (up to two days per week) Flexible hours Tasks and responsibilities: Provide full support to the Directors/Advisers Handle compliance processes - FDS and annual agreements Client meeting preparation Full implementation of advice including trading investments through platforms Managing the client database (Xplan) Follow up with clients/product providers Ad-hoc administration duties and assist with client queries Opportunity to be involved with projects About you: 2+ years previous experience in a CSO/financial planning support position Experience using Xplan Experience using HUB24, CFS Wrap, Netwealth platforms Familiar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planning Experience with FDS and fee agreement processes Previous experience completing implementation of advice including trading investments Salary is flexible depending on experience, circa $65,000 - $80,000 + super. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Senior Client Services Manager
Brisbane | Circa $80,000 + super
About the company: Our client is a highly reputable and leading Financial Planning firm who has been in operation for over 30 years. This is a progressive business who is always looking at different opportunities for growth. With several offices located throughout QLD, this role is based in their office in the southern suburbs of Brisbane. They deliver a high quality, full comprehensive service to their client base, which ranges from business owners, professionals, retirees, TTR, families, and wealth accumulators. About the role: To keep up with continued business growth, I am seeking an experienced Clients Services Manager to support a financial adviser and assist with junior team members. You will have variety in this role where you will be responsible for preparation of advice documents, implementation of advice, research, and assist with strategy development. Duties: Proactively support financial advisers Preparation for client meetings, including all correct documents Implementing advice documents (SOAs & ROAs) and associated documents Be a first point of contact for clients Complete research and assist with strategy development Skills & experience: Experience working as a Client Services Manager within a financial planning firm Strong understanding of the financial planning process and workflows Experience using financial planning software and platforms (Xplan) Strong attention to detail and time management skills Ability to work well under pressure and prioritise your workload 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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Head of Operations
Brisbane | Flexible salary depending on skills and experience
Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families. There is a rare opportunity to join the team on a 12-18 month contract as their Head of Operations. Benefits: Successful, well established business with strong compliance and processes in place Work closely with highly experienced financial advisers Excellent team culture Work with HNW and UHNW clients High level role with a focus on business operations and compliance Tasks and responsibilities: Manage licensee business operations including strategic goals and objectives (self-licensed firm) Monitoring of financial services legislation and impacts to licensee Management of licensee’s ASIC reporting requirements Management and oversight of annual financial adviser file reviews and AFSL audits IT cybersecurity and management of relationships with Xplan and other software providers/platforms Development and management of licensee internal training program and assist with licensee/compliance training Provide support to Directors Assist with onboarding of new employees Investigation of opportunities to improve the licensee’s operational efficiency About you: Extensive experience in the financial planning industry with 2+ years in an operations, compliance and/or practice manager role Strong understanding of financial services legislation and licensee requirements/compliance - experience managing an AFSL will be highly regarded Understanding of financial adviser annual audit process Xplan experience and strong IT skills Experience developing and implementing business processes Salary is flexible depending on skills and experience. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Practice Manager | Financial Planning
Brisbane | $120k + 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 the Brisbane CBD and the southern suburbs in the Gold Coast. 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 the growth of the firm and the team in the Brisbane office, my client is seeking an experienced Practice Manager to manage the day-to-day operations of the team. This will include managing financial planning workflow, overseeing and performing admin tasks, implementing processes, while maintaining a high-quality client experience. Duties: There are many duties and responsibilities in this role, ranging from operational management, performance reporting, people management, and financial management. Some key duties include: Manage operational aspects of the Financial Planning functions, ensuring high levels of advice quality from all teams in the business Assist with projects that relate to business improvements Manage and oversee new staff onboarding, workflows, and systems via Xplan Work in conjunction with the finance and accounting team to assist with operational efficiencies Lead staff team meetings to discuss work in progress Maintain a strong business and team culture Skills & experience: Minimum 5 years experience in a leadership position within Financial Planning operations Formal qualifications, ideally within financial advice is advantageous Strong understanding of the advice industry Passionate about business improvement and development Analytical and excellent problem solving skills Ability to lead, motivate, and manage people 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. Benefits: Flexible work hours, with the option to start later/earlier and finish later/earlier Opportunity for 1 day WFH after a period of time Team and individual rewards if targets are met Competitive salary and bonus scheme Paid day off for your birthday Yoga every Tuesday (optional) 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 Please note, only shortlisted candidates will be contacted.
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Client Services Officer/Junior Paraplanner
Brisbane | $65,000 - $75,000 + Super
Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane's city fringe. An exciting opportunity is now available for an experienced Client Services Officer or Junior Paraplanner to join their team. You will be joining a supportive and collaborative team, working alongside other CSO's, supporting a team of Financial Advisers. You will receive training in paraplanning and transition into a junior paraplanner role. Benefits: Comprehensive advice firm - be exposed to all areas of financial advice Social office environment with a family feel Work with senior financial advisers that are practiced at mentoring staff Be trained in paraplanning and transition to a junior paraplanner role Future opportunity for career progression and Professional Year Stable workplace with excellent staff tenure Tasks and responsibilities: Provide full support to the Directors and assist other advisers when necessary Handle compliance processes - FDS and annual agreements Full implementation of advice Managing the client database (Xplan) Complete investment portfolio reconciliations Manage projects - e.g. bulk client updates/communications Follow up with clients/product providers Ad-hoc administration duties and assist with client queries Liaise with offshore admin team Be trained in paraplanning and begin writing ROA and SOA documents About you: 2+ years previous experience in a CSO/financial planning support position - paraplanning experience will be highly regarded Relevant degree is favourable but not mandatory Experience using Xplan Familiar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planning Experience with FDS and fee agreement processes Previous experience completing implementation of advice Salary is flexible depending on experience, circa $65,000 - $75,000 + super. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Dealers Assistant
Brisbane | Up to $100k + super
About the company: This is an exciting and 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 an experienced Dealers Assistant/Desk Assistant to support advisers, clients, open and maintain accounts, prepare documentation, and assist with the day-to-day operations of the business. You will join an admin team and work collaboratively on tasks. Benefits: Full-time employees work on a 9 day fortnight Opportunity for part time work, either 3 or 4 days per week Flexible working hours; ability to start your day earlier to finish earlier Bonus scheme for all staff including admin team Competitive salary/remuneration Duties: Provide support to advisers and clients in a timely and professional manner Assist with preparation and distribution of quarterly reports as required Prepare documents and manage implementation from start to finish Assist with IPO's and Share Purchase Plans (SPPs) Liaise with share registries regarding account management & CHESS transfers Skills & experience: Ideally 3 years experience in a similar role within Financial Services Strong attention to detail Strong organisational skills with the ability to meet deadlines Ability to work under pressure Outstanding verbal and written communication skills 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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