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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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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Senior Paraplanner
Brisbane | Up to $120,000 + Super
About the company: Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team through hiring a senior paraplanner. This is the perfect opportunity for an experienced paraplanner that is looking to develop their career within a dynamic and growing business. Benefits: Social team culture where achievements are celebrated Half day every Friday - get an early start on your weekend! Growing business in acquisition phase with opportunities for career development Work closely with experienced advisers and other paraplanners Excellent remuneration on offer - up to $120k + Super Tasks and Responsibilities: Write high quality SOA and ROA documents for holistic advice scenarios Complete research and modelling for plans Ensure documents meet all compliance requirements Liaise with financial advisers and admin support Work towards KPI's and productivity targets About you: 3+ years of paraplanning experience Experience writing SOA's for holistic advice scenarios including insurance Strong understanding of financial planning compliance and regulations Xplan and Xtools+ experience Good productivity, time management and communication skills How to apply: If you're interested please 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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Junior/Associate Financial Adviser
Brisbane | Circa $95,000 + super + 10% bonus
Our client is a well established boutique firm located in Brisbane's southern suburbs. They provide comprehensive financial advice to a broad client base including some not-for-profit organisations. Due to growth, there is an opportunity for a junior financial adviser to join the team. This opportunity is perfect for someone who has completed their studies and Professional Year (PY), and is looking to develop their career in financial advice. The business will consider high quality associate advisers needing to complete their PY. Benefits: Work closely with a senior financial adviser for mentorship/guidance New client leads provided Collaborative team culture with a family feel Be involved in the entire advice process, from initial client meetings to overseeing advice implementation and ongoing client contact Develop a client base and move into a standalone adviser role Ability to work from home 1 day per week Tasks and Responsibilities: Manage a book of clients alongside a senior adviser Attend client meetings with senior adviser Complete file notes post client meeting Develop strategy recommendations Handle day to day client management and ongoing relationships with clients Liaise with internal paraplanning and admin support About you: Experience as an authorised financial adviser (will consider high quality associate advisers still needing to complete their PY) Completed FASEA educational requirements Experience attending/running client meetings and developing strategies Strong knowledge of financial planning practices and regulations Good technical ability Exposure to holistic financial advice Salary is flexible depending on experience, circa $95,000 + super + bonus. How to apply: If you're interested please 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
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.
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Client Services Officer - Financial Planning
Brisbane | $70,000 - $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 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) - this is a hybrid position Flexible hours, open to part-time 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 ongoing fee agreement processes Previous experience completing implementation of advice including trading investments Salary is flexible depending on experience, circa $70,000 - $75,000 + super. How to apply: If you're interested please 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
Brisbane | $120,000 + super + quarterly bonuses (OTE $200k+)
The Opportunity: There is an excellent opportunity for an experienced financial adviser to join one of the fastest growing practices in Brisbane. They provide holistic financial advice with a focus on superannuation, personal insurance, cash flow management and investments. This opportunity is well suited to an adviser with 2+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth. Benefits: Existing clients and new client leads provided Join a business that is growing and acquiring books Streamlined processes and full back office support provided Earn excellent bonuses - OTE $200k+ Fun and social team culture Finish at lunch every Friday Duties and Responsibilities: You will be provided with existing clients, and new client leads to onboard Manage a book of ongoing service clients with a focus on superannuation, personal insurance and investment advice Continue to grow your client base - clients will be allocated to you as the firm continues to acquire businesses Provide an excellent level of client service Work collaboratively with in-house paraplanning and admin staff About you: Completed FASEA educational requirements 2+ years experience as an authorised financial adviser Xplan experience Experience providing advice on superannuation, personal insurance and investments Confident and experienced at handling leads and onboarding new clients Well presented and excellent communication skills Able to work in a fast paced environment Salary is $120,000 + super + quarterly bonuses. How to apply: If you're interested please 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 Service 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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Head of Paraplanning
Brisbane | Up to $160k + Super
About the company: Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team through hiring a Head of Paraplanning. This is the perfect opportunity for a highly experienced paraplanner that has managed teams previously. Benefits: Fun, social team culture Half day every Friday - get an early start on your weekend! Senior management position with team of direct reports Work closely with directors and other senior management Excellent remuneration on offer - up to $160k + Super Tasks and Responsibilities: Manage a team of paraplanners, onshore and offshore Oversee workflow and day to day operations of paraplanning team Act as an escalation point for paraplanners and assist with complex cases If required, assist in writing plans Handle onboarding and training of new paraplanners, and ongoing development of existing staff Oversee paraplanning processes and templates and look for efficiencies Ensure SOA's are compliant Liaise with other business departments and provide reporting to directors About you: Extensive paraplanning experience Experience writing SOA's for holistic advice scenarios Strong understanding of financial planning compliance and regulations Experience maintaining/updating SOA templates Experience managing a team of paraplanners and overseeing workflow Comfortable in a leadership role and able to provide training to staff Xplan experience Salary is flexible depending on experience, up to $160,000 + 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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Compliance Manager | Financial Planning
Gold Coast | $120,000 - $130,000 + super
About the firm Our client is based in the Southern suburbs of the Gold Coast 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 many 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. The role We are seeking a highly skilled Compliance Manager to join an expanding financial services firm. This role offers an exciting opportunity to lead and enhance compliance and risk management strategies within a dynamic and forward-thinking environment. You will ensure that this firms advice aligns with regulatory requirements. Key responsibilities Monitor compliance with the AFSL, including financial services offered and advice provided. Establish and update compliance policies and procedures. Conduct and oversee regular audits and reviews of financial advisers advice. Ensure adequate record keeping and documentation of client advice files. Provide compliance training to advisers, paraplanners, and CSO's. Ensure advisers meet ongoing training and CPD. What we're looking for Strong experience in a similar compliance role within financial services. Strong knowledge of financial planning compliance, risk management, and regulations. Proficiency in Xplan and other financial planning software. Leadership and coaching skills to support staff in compliance-related matters. Exceptional analytical, problem-solving, and communication skills. A proactive approach with a high level of integrity and accountability. 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.
