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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Paraplanner / Associate Adviser
Toowoomba | $85,000 + super
The company: Our client is a leading Financial Planning and Accounting business based in Toowoomba. Being in operation for over 40 years, this business provides a complete holistic service to their client base, which span all throughout Queensland. The role: With continual growth in their financial services division, they are seeking an experienced Paraplanner / Associate Adviser to join their team. You will be primarily supporting and assisting the financial planners with their clients and preparation of advice. Your focus will be based around advice strategies. This role is ideal for an enthusiastic, self-motivated and efficient professional looking to grow and develop their skillset within the industry. The Benefits Strong focus on training and development Active social club with monthly events Monthly RDO Flexible hours & work-life balance WFH can be offered after a settling in period Roles & Responsibilities Develop advice strategies and discuss with financial advisers Complete product research Attend client meetings and be mentored by Financial Planners Ensure all advice documents adhere to licensee compliance standards Timely follow ups with clients About You Experienced paraplanner or associate adviser within a financial planning business Have a great knowledge of investments, superannuation, tax, debt management, structures, estate planning, insurance and compliance Ability to build and maintain relationships Experienced with XPLAN software Excellent time management 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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Risk Financial Adviser
Brisbane | N/A
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 Manager
Brisbane | $80,000 - $95,000 package
An excellent opportunity has become available for an experienced Client Services Officer/Manager to join a successful professional services firm based on Brisbane's city fringe. Our client provides financial advice, accounting and business advisory services to its long standing client base. They offer a supportive and inclusive workplace with career progression opportunities tailored for each staff member. Benefits: Receive personalised ongoing training, development and mentorship Work as part of a supportive and collaborative team Regular social events Career progression opportunities available Predominantly work with HNW, wholesale clients Tasks and responsibilities: Provide full support to one of the Directors and their Associate Be a point of contact for clients and develop client relationships Book in client appointments and prepare for meetings Prepare forms and documents Implement financial advice recommendations Manage compliance such as ongoing engagements and FDS's Provide ad-hoc admin support About you: 2+ years previous experience in a CSO role supporting financial advisers Experience using Xplan Excellent communications skills, both written and verbal Professional and presentable Able to work autonomously and as part of a team Strong attention to detail Able to prioritise tasks and manage workflow Salary is flexible depending on experience, circa $80,000 - $95,000 package. 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/Junior Paraplanner
Brisbane | $60,000 - $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 $60,000 - $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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Associate Adviser
Brisbane | $70,000 - $85,000 + super
About the company: My client is a leading, mid-sized financial planning and accounting firm who have been in operation for over 30 years. They provide a full suite of services to their clients, ranging from wealth advice, super, retirement planning, insurance, business services, and accounting services. They have a high staff retention rate, which is attributed to their outstanding culture and career progression opportunities. About the role: They are currently experiencing a lot of growth, with many new clients coming onboard. They are looking to bring on an Associate Adviser who has either started their PY, or who is looking to start. You will support a team of financial advisers with new clients, attend client meetings, and eventually manage these clients when you are ready. Plenty of training and mentorship is available. Duties: Support a team of financial advisers with new clients Attend all client meetings; have the opportunity to run the initial client meeting Work mainly with investment, super, retirement planning, insurance, and estate planning advice Opportunity to take on an established client base when you are ready Full support through your Professional Year Skills & experience: Experienced Associate Adviser ready to take the next step; ideally started PY, or looking to start Completed appropriate tertiary qualifications Demonstrate excellent communication skills, both written and verbal Strong desire to grasp opportunities and develop your career Motivated and hard working Benefits: Mentorship and guidance; progress your career Outstanding office culture and staff retention Social team environment with social events such as EOFY, Melbourne Cup, and birthdays Will consider flexible working arrangements upon longevity with the firm 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
Brisbane | $75,000 + 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 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, my client is seeking an 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. Duties: 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 Skills & experience: 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 Culture: My client has an exceptional company culture, very little staff turnover and they provide excellent support, training and mentoring. They have a focus on building a culture that is about their staff and their 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 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 Alternatively, contact Scott on 0468 496 046 Please note, only shortlisted candidates will be contacted.
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Risk Financial Adviser
Brisbane | N/A
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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CSO/Associate Adviser
Canberra | $65,000 - $80,000 + Super + Bonus
Our client is a well established financial planning business with offices in Canberra and interstate. They provide comprehensive financial advice and strive to go above and beyond for their clients. Due to growth, they are looking for a CSO/Associate Adviser to join their team. Benefits: Work with senior financial advisers 2nd chair in client meetings Be involved with the entire advice process Excellent firm with very low staff turnover Career progression and Professional Year on offer Base salary plus bonus Tasks and Responsibilities: Manage a book of clients alongside a senior financial adviser Prepare documents and forms for client meetings Attend client meetings with senior adviser and write file notes Ongoing client contact Maintenance of Xplan database Develop strategies alongside adviser Complete modelling and research for plans Write advice documents Implementation of advice About you: Ideally 2+ years of experience in financial advice as a CSO, paraplanner or associate adviser Completed or studying relevant degree is favourable Xplan experience Strong knowledge of financial planning practices and regulations Exposure to holistic financial advice Detailed Experience implementing advice Salary is flexible depending on experience, circa $65,000 to $80,000 + Super + Bonus. 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 | $70,000 - $80,000 + super + bonus
About the company: Our client is a well-established and leading financial planning firm with over 30 years of experience. Located in Brisbane's southside, they focus on providing financial advice, wealth management, and business succession advice to a variety of clients from business owners, executives, HNW clients, and professionals in their respective industries. About the role: Due to continued business growth, we are seeking an experienced Client Services Officer to provide timely assistance to both clients and financial advisers. You will be responsible for delivering quality support services and ensuring efficient business processes. Duties: Proactively support financial advisers Preparation for client meetings, including all correct documents Implementing advice documents (SOAs & ROAs) and associate documents Be a first point of contact for clients Develop and nurture relationships with third party providers Skills & experience: Experience working as a Client Services Officer within a financial planning firm Sound understanding of the financial planning process Experience using financial planning software and platforms Strong attention to detail and time management skills Ability to work well under pressure and prioritise your workload Benefits: Profit share bonus for all team members Opportunity for career development and progression Support for education and development courses Opportunity for 1 day WFH after a period of time Flexible start and finish times How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au Alternatively, contact Scott on 0468 496 046 Please note, only shortlisted candidates will be contacted.
