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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Associate Adviser
Sydney | $80k + super
Our client is a highly reputable financial planning firm having been in operation for over 50 years, with offices in multiple locations across Australia. Due to continued growth and success in their Sydney office, they are seeking an Associate Adviser to join their team. Working alongside one of the lead advisers, you will assist in providing insurance advice to their extensive client base. This is a fantastic opportunity for someone looking for mentorship and career progression, with the opportunity to grow into a Financial Planner position. Benefits: Future opportunity to become an adviser within the firm Great mentorship and progression Parking available on site Close to public transport (train & bus) Excellent team culture with a social, fun, positive environment Prefer to promote within Duties & Responsibilities: Work closely with the senior adviser Attend client meetings Assist adviser with managing their client book Develop strategies and assist with presenting strategies to clients Be handed your own clients over time, and take on your own clients Willing to assist with support work and paraplanning when required Take on more responsibility when you are ready About You: Must have an understanding of key strategies Have an understanding of different types of insurance Authorised rep status, registered with ASIC (not open to those still needing to complete professional year) Completed or working towards FASEA educational requirements Able to write advice documents (SOA's & ROA's) Capable with risk researcher Experience with XPLAN Passionate about a long term career in financial planning Looking for the next step in your career to learn and develop under a senior adviser Salary will be dependant on your experience but will be circa $80k + super. Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020; 0468 4960 46 LinkedIn: https://www.linkedin.com/in/scott-munro187/ For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Paraplanner
Brisbane | $70k - $90k + super
Well established Financial Planning and Taxation Firm Training and mentorship Hands on, multi-faceted role The Company: Our client is a well established boutique firm specialising in comprehensive advice for their loyal client base. A fantastic opportunity is currently available for an experienced paraplanner to join their team. Located in a growing suburban hub in the south western corridor of Brisbane, with easy access to public transport, cafes and shops. Our client offers a number of benefits including: A focus on work life balance Flexible working arrangements On site car parking Regular social activities Close knit and friendly team Roles & Responsibilities: This is a multi-faceted position where you will be required to perform the following duties: Provide support to the lead adviser Complete product research and assist with appropriate strategies Prepare compliant, comprehensive and complex SOA's and ROA's Liaise with clients and fund managers Generate and process OASA, Fee Consent and Fund Manager applications Organise and completion of ad-hoc administration tasks Prepare files and reports for annual review meetings XPLAN database management About You: Currently working in a paraplanning role with minimum 2 years experience Diploma / Advanced Diploma of Financial Planning essential Advanced skills in XPLAN, Xtools+, Microsoft Word & Excel Have technical knowledge of tax, Centrelink entitlements, deceased estates Willing to perform a wide range of administrative duties Excellent communication skills and high attention to detail Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020; 0468 4960 46 LinkedIn: https://www.linkedin.com/in/scott-munro187/ For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Client Adviser / Investment Analyst
Brisbane | $110,000 - $120,000 package
Rare, multifaceted opportunity Advise clients and be part of the firms Investment Committee Opportunity for growth and development A rare and exceptional opportunity has just become available with one of our leading financial advisory clients in Brisbane. This role is multifaceted and will provide excellent exposure to the firms client advisory and internal investment/asset management teams. This position is suitable for: - Senior, technical paraplanners looking to take a step up - Associate Advisers or Junior Financial Advisers with a strong background in investment advice who are interested in working in an investment focused, HNW client space The role: Develop strong client relationships and trust through analysing and understanding client's goals and requirements Assist in delivering tailored financial advice alongside the Senior Adviser with a focus on Investments, Wealth Creation and Superannuation Actively seek new business opportunities via referrals and professional networking to continually develop your client relationships Provide an excellent level of client service and satisfaction Adhere to the firms compliance policies at all times Assist with management of the day-to-day operations of the Investment Committee Work with directors to develop appropriate strategies to meet current and future investment research and APL requirements Manage relationships with investment research suppliers Assist and manage project work across the firms Investment Committee and Asset Management Team Support the Investment Committee with high quality research and analysis About you: Minimum 5+ years previous experience within financial planning, ideally as an Associate Adviser or Financial Adviser Authorised Rep Passed FASEA exam Completed or working towards FASEA educational requirements Xplan experience Strong experience in delivering personal advice on investments and superannuation Strong knowledge and interest in investments; previous experience conducting investment research/analysis and/or Investment Committee experience will be very favourable Excellent communication skills and well presented; you will attend client meetings (predominantly HNW clients) Passionate about a long term career within the financial planning/wealth management industry Salaries are dependent on experience but will be circa $110k - $120k package. 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 me 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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Associate / Financial Planner
Brisbane | $80k - $90k + super
Client facing role Handle new and existing clients Excellent team and office culture The Company: Due to rapid growth, an excellent opportunity is available for an Associate Adviser / Adviser to join a financial planning team who provide one of Australia's most comprehensive financial planning services. Based in Brisbane's north, this firm offers their services to a variety of clients, from individuals to high net wealth clients, identifying and fulfilling their needs to exceed all expectations. There is a great team with a fantastic office culture, with regular social activities. This is a perfect opportunity for Associate Advisers or Financial Advisers who are motivated and driven in developing a career within financial planning. The Benefits: A progressive company with a people first culture, looking after their staff with rewards and staff functions Flexible work hours Work-life balance is encouraged Mentorship and training Potential to become an equity partner Staff parking and street parking available Prefers to promote from within Roles & Responsibilities: Client facing role, servicing new and existing clients Develop, maintain and grow your client base Follow up new business leads and onboard new clients Deliver comprehensive advice solutions, both basic and complex Complete paraplanning duties, including writing SOA documents Work collaboratively with colleagues Mentoring and support from a team of experienced financial advisers Be able to perform a variety of roles/duties About You: Registered with ASIC Passed FASEA exam Completed or working towards FASEA educational requirements Experience with XPLAN is desirable Able to run client meetings and present advice; excellent communication skills Previous experience in an Associate / Adviser position Enthusiastic and passionate about financial planning Salary is dependant on experience ranging from $80k to $90k + super. Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020; 0468 4960 46 LinkedIn: https://www.linkedin.com/in/scott-munro187/ 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 | $90,000 - $100,000 + Super + Bonus
Fast growing business Client leads provided Half day Friday Our client is a successful and fast growing boutique financial planning firm based on Brisbane's city fringe. They specialise in comprehensive financial advice and pride themselves on delivering an excellent client experience. With their growth, an opportunity has become available for a financial adviser to join the team. Benefits: Work a half day every Friday Fun, social work environment Client leads provided Going through a huge growth period, multiple business acquisitions. You will be handed clients over time Progression to Senior Adviser Competitive base salary with a structured pathway to making excellent bonuses The Role & Responsibilities: Focus on growing your own client book Target referral partner leads and a huge internal client database to develop new business relationships Onboarding of new clients and delivery of comprehensive advice solutions Develop strong relationships with referral partners As the business purchases more client books, be handed clients to manage Have access to admin and paraplanning support Ability to grow and develop in the business Access to the Director for any questions/required training About You: 3 - 5 years experience as a financial adviser (authorised rep) Passed FASEA exam Completed or working towards FASEA educational requirements Experience providing advice on super, insurance, investments, SMSF Driven and ready to hit the ground running Comfortable onboarding new clients Able to develop strong relationships and build rapport Able to work as part of a collaborative team Excellent communication skills Salaries are dependent on experience but will be circa $90k - $100k + Super + Bonus. 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 me 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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Paraplanner / Strategist
Toowoomba | $65,000 - $85,000 + super
Great work culture Client facing role Monthly RDO The Company Our client is a well established and highly reputable firm being in operation for over 40 years, working with clients right across Queensland! With continual growth in their financial services division, they are seeking an experienced Paraplanner / Advice Strategist to join their team. You will be primarily supporting and assisting the financial planners with their clients and preparation of advice. It will be ideal for an enthusiastic, self-motivated and efficient professional looking to grow and develop their skillset within the industry. The Benefits Well-known firm who prefer to promote within Strong focus on training and development Active social club with monthly events Monthly RDO available Flexible hours & work-life balance is encouraged Roles & Responsibilities Write comprehensive and compliant SOA and ROA documents Complete product research Develop strategies and discuss with advisers Work directly with Financial Planners and assist with a range of daily tasks Attend client meetings and be mentored by Financial Planners Implement advice strategies when required Ensure all advice documents adhere to licensee compliance standards Maintain and build upon your knowledge within the industry Timely follow ups with clients About You Passionate about delivering excellent customer service Have a great knowledge of investments, superannuation, tax, debt management, structures, estate planning, insurance and compliance Ability to build and maintain relationships Have a high knowledge of financial planning regulations and compliance Experienced with XPLAN Excellent time management skills Can work under pressure and towards deadlines Salary is dependant on experience ranging from $65k to $85k + super. Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020; 0468 4960 46 LinkedIn: https://www.linkedin.com/in/scott-munro187/ For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Associate Adviser
Canberra | $80,000 + super
Excellent opportunity for career progression Shadow and learn from the lead adviser Become a future adviser within the company Our client is a highly reputable financial planning firm having been in operation for over 50 years, with offices in multiple locations across Australia. Due to continued growth and success in their office, they are seeking an Associate Adviser to join their team. Working alongside one of the lead advisers, you will assist in providing insurance advice to their extensive client base. This is a fantastic opportunity for someone looking for mentorship and career progression, with the opportunity to grow into a Financial Planner position. Benefits: Future opportunity to become an adviser within the firm Great mentorship and progression Parking available on site Excellent team culture with a social, fun, positive environment Prefer to promote within Duties & Responsibilities: Work closely with the senior adviser Attend client meetings Assist adviser with managing their client book Develop strategies and assist with presenting strategies to clients Be handed your own clients over time, and take on your own clients Willing to assist with support work and paraplanning when required Take on more responsibility when you are ready About You: Must have an understanding of key strategies Have an understanding of different types of insurance Authorised rep status, registered with ASIC Completed or working towards FASEA educational requirements Able to write advice documents (SOA's & ROA's) Capable with risk researcher Experience with XPLAN Passionate about a long term career in financial planning Looking for the next step in your career to learn and develop under a senior adviser Salary will be dependant on your experience but will be circa $80k + super. Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. scott@bentleyrecruitment.com.au 07 3229 8020; 0468 4960 46 LinkedIn: https://www.linkedin.com/in/scott-munro187/ 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
Brisbane | $55,000 - $65,000 + Super
Inner city Accounting and Financial Planning firm Full adviser support role Ongoing training and development Excellent opportunity to join a business that is going through a period of growth. Our client is based on Brisbane's city fringe. They are a multifaceted firm specialising in accounting and financial planning. This is the perfect opportunity for an experienced CSO who wants to broaden their knowledge and skills within a comprehensive advice firm. The role Be a point of contact for clients and maintain client relationships Provide full adviser support, gain exposure to holistic financial advice Maintain files and database records (Xplan) Conduct research on client holdings/accounts Arrange client appointments Prepare for annual review meetings Proof read Statements and Records of Advice, collate the documents for client presentations Handle advice implementation including account applications across multiple platforms Follow up implementation to ensure complete and update clients About you 2+ years of experience in an admin role within financial planning Understanding of the financial planning process Experience with Xplan and MS Office programs Experience using multiple investment platforms Excellent communication skills both written and verbal Able to develop strong relationships with clients and external stakeholders Highly organised, able to multi task and prioritise Happy to work as part of a collaborative team Knowledge of SMSF and insurance will be an advantage Salaries are dependent on experience ranging from $55k to $65k + Super. 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 me 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 Manager - Financial Planning
Melbourne | $70,000 - $80,000 + Super
Holistic advice firm Melbourne bayside office location Above market salary package This is an excellent opportunity for an experienced CSO / CSM to join a thriving financial planning firm based in Melbourne's bayside suburbs. Our client specialises in providing comprehensive financial advice and values developing strong client relationships. The Role Full time, Client Services Manager Involved in all aspects of adviser support and compliance Manage client annual fee agreement process Track client annual review dates, arrange appointments and prepare required documents/reports Complete due diligence checks on client accounts / policies Xplan and client data management and data entry Big focus on advice implementation Receive admin support from a VA Take on a leadership role as the admin/support team grows under you About You 4+ years previous experience in a financial planning support position Excellent communication skills both written and verbal Good attention to detail Able to work as part of a team Strong understanding of financial planning and different advice areas such as superannuation, investments, insurance Familiar with financial planning compliance requirements Well organised and able to manage time effectively Experience using Xplan Strong advice implementation experience Diploma of Financial Planning or relevant tertiary degree will be favourable Salaries are dependent on experience but will be circa $70,000 - $80,000 + super. 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 me on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
