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 | $120,000 + super + bonus - OTE $180k+
About the company: 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 to a broad client base. 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 $180k + Fun and social team culture Flexible hours 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 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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Paraplanner
Brisbane | $80k - $85k + super
About the firm Our client is based in the Brisbane CBD 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 key 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. With clear career development opportunities, you’ll have the support to reach your full potential. About the role As a Paraplanner, you’ll play a critical role in delivering high-quality client service by preparing comprehensive financial strategies and advice documents. You’ll work closely with advisers and the broader operational team to ensure technical accuracy, compliance, and client satisfaction. This role offers an opportunity to contribute to a forward-thinking, client-focused firm that values innovation, teamwork, and professional growth. Key responsibilities Conduct detailed research to develop tailored financial strategies for clients. Prepare accurate, compliant, and client-focused advice documents, including complex strategies. Peer review financial advice to ensure technical quality and compliance. Respond to adviser and client queries promptly and professionally. Create projections for superannuation (including SMSFs), income streams, investments, and aged care. Collaborate with team members to continuously improve client service delivery. What we're looking for The ideal candidate brings: Extensive experience in a similar paraplanning role. Relevant tertiary qualifications are highly regarded. Proficiency with Xplan tools such as Xtools+, Wealth Solver, and Risk Researcher. Exceptional attention to detail and problem-solving skills. A thorough understanding of SMSFs, superannuation, retirement income streams, investments, insurance, aged care, and tax. Strong interpersonal skills and the ability to work collaboratively within a team. 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 organization’s dedication to employee satisfaction and retention. Career Growth Potential: Clear pathways to expand your expertise and progress within the organization. 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.
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Mortgage Broker - Leadership and Equity Opportunity
Canberra | $130,000 - $150,000 + super + bonus & equity
About the Opportunity: Our client is a successful professional services firm that offers a comprehensive range of services, including accounting, business advisory, financial planning, and mortgage/lending solutions. They are seeking an experienced Mortgage Broker to join their dynamic team. This is an exciting opportunity to be part of a growing firm known for its client-focused approach and exceptional service delivery. As a Mortgage Broker, you will play a pivotal role in assisting clients with securing tailored lending solutions and driving the growth of the business. This role is ideal for an experienced Mortgage Broker that is interested in having equity in a business and leading/growing a team. Benefits: Competitive Salary: Attractive base salary plus bonuses. Work-Life Balance: Flexible working arrangements to suit your lifestyle. Supportive Team Environment: Work alongside a dedicated team of professionals across various financial services. Reputable Brand: Be part of a well-established and respected firm that values long-term relationships and quality service. Leadership: Manage the lending team and recruit as you grow the business. Clients: Existing clients and new client leads provided, warm referrals from internal teams. Equity: Opportunity to buy in and have equity in the business. Duties & Responsibilities: Service existing and new clients. Develop relationships with internal teams such as accounting and financial planning to service client referrals. Advise clients on mortgage/lending products and strategies that best suit their financial goals and needs. Areas include residential, commercial, equipment finance and SMSF lending. Manage the end-to-end mortgage process, from initial consultation through to loan settlement. Build and maintain strong, long-term relationships with clients, lenders, and referral partners. Identify new business opportunities and leverage existing client relationships to generate leads. Keep up to date with changes in the lending market and financial regulations. About You: Proven experience as a Mortgage Broker, 5+ years. Strong residential lending experience, additional experience in commercial, equipment finance and SMSF lending will be favourable. In-depth knowledge of mortgage products, lending policies, and a range of different banks/lenders. Strong communication skills, with the ability to build rapport and trust with clients and key stakeholders. A client-first attitude, with a passion for delivering exceptional service and advice. Excellent time management and organizational skills. A proactive approach to business development and client relationship management. Relevant qualifications (e.g., Certificate IV/Diploma in Finance and Mortgage Broking). Interested in equity and a leadership position. Salary is flexible depending on experience, circa $130,000 - $150,000 + super + bonus and equity opportunities. 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 - Leadership and Equity Opportunity
Canberra | $120,000 - $150,000 + super + bonus
About the Opportunity: We are partnered with a dynamic financial services firm that is experiencing continued growth. The business provides personal financial advice to a client base of predominantly high net wealth individuals and families. There is an exciting opportunity for a financial adviser to join their Canberra team. This position is well suited for an experienced adviser that is able to take on a team leader role and provide guidance and mentorship to a team of advisers and support staff. The ideal candidate has a book of existing clients that they can bring to this role. If not, you will have existing referral relationships and a proven track record of onboarding new clients and developing a client base. This is a growth focused role. Benefits: Growing boutique firm with a focus on HNW clients Take on a leadership role in the Canberra team Admin and paraplanning support provided Exclusive investment offering Join a firm that encourages work-life balance and flexibility Flexible start/finish times Pathway to partnership/equity Excellent base salary + bonus The role: Focus on growth and business development activities, the firm is happy to fund marketing campaigns Develop a strong referral network and pipeline of client leads Onboard new clients and develop an ongoing client base Provide holistic financial advice and an excellent level of service Continue to drive business growth through your own book and across the team Provide ongoing service to your clients Help to guide and mentor advisers and support staff Assist directors with business growth and planning About you: 5+ years of experience as an authorised financial adviser Completed FASEA required studies and exam Strong knowledge of financial strategies across holistic advice Demonstrated business development success Existing referral relationships Strong leadership skills Excellent communication skills Proactive with a growth mindset Xplan experience Keen to drive business growth and work towards partnership/equity Salary is flexible depending on experience: $120,000 - $150,000 + super + bonus and future equity opportunities. 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
Brisbane | Circa $130k + super (OTE $150k +)
About the Firm Our client is a well-established, self-licensed financial planning firm based in Newstead. This boutique firm has built a stellar reputation by consistently putting clients first. Over the years, they’ve fostered a loyal client base, always going the extra mile to ensure exceptional service. The workplace is collaborative, friendly, and focused on teamwork, making it an ideal environment for someone who values shared success. The Role This is an excellent opportunity to take ownership of an established and diverse client base, which includes high-net-worth individuals, retirees, and professionals such as engineers and solicitors. The role is perfect for an adviser who values collaboration and delivering tailored, client-focused advice. Key Responsibilities Provide comprehensive, tailored financial advice to meet the needs of each client. Manage and strengthen existing client relationships, ensuring a personal and professional approach. Offer expert guidance in areas such as Self-Managed Super Funds (SMSFs), Centrelink income streams, pensions, and aged care. Actively contribute to the firm’s collaborative and innovative culture. About You The ideal candidate is a compassionate, experienced financial adviser with a proven ability to build trust and deliver meaningful client outcomes. You’ll thrive in a fast-paced environment, working autonomously while contributing to a close-knit team. Key attributes include: Experience: Solid background in SMSFs, Centrelink advice, aged care, and holistic financial planning. Technical Expertise: Skilled in Adviser Logic (or other FS software) and able to handle complex financial scenarios. Personal Qualities: Organised, detail-oriented, adaptable, and proactive. Collaboration: A team player who values input from others and is open to new ideas. 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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Financial Adviser
NSW Other | $100k - $130k + super (dependant on exp.)
About the Role We are recruiting for a Financial Adviser to join a growing financial planning business based in Armidale, NSW. This is a unique opportunity to work with a well-established firm that delivers holistic financial advice to a diverse client base, with a particular focus on the agricultural sector. You’ll step into a role with an existing client base, while also building relationships with new clients referred through multiple offices across the business. This position offers the chance to make a real impact, working alongside a highly experienced adviser and partner, to provide tailored financial solutions. About the Business With six offices across regional and metropolitan areas, this firm has a strong presence in the financial services sector, offering a wide range of solutions. This busines takes a highly personalised approach to advice, with a particular focus on farmers and the agricultural community. The Armidale office is a vibrant and supportive environment, where you will work with a team of professionals and have access to remote client support and paraplanning resources. Key Responsibilities Deliver holistic financial advice across SMSF, investments, and insurance. Build and maintain strong relationships with clients, particularly within the agricultural sector. Collaborate closely with the principal adviser to support client growth and deliver exceptional service. Use platforms like Xplan and Worksorted to manage client workflows efficiently. About You We’re looking for someone who thrives in a client-focused environment and can build trust and rapport with a wide range of individuals, particularly those in the farming community. Ideal candidates will have: Experience as a Financial Adviser or recently completed their Professional Year (PY). A strong understanding of SMSFs, investment advice (using SMAs), and insurance (life, TPD, trauma, and income protection). Familiarity with Xplan and other financial platforms like Netwealth or Hub24. Exceptional interpersonal and communication skills. An understanding of or interest in working with agricultural clients. Benefits: Supportive Team: Join a collaborative, modern office with a strong focus on personal and professional development. Flexibility: Flexible work-from-home options considered on a case-by-case basis. Generous Leave: Enjoy six weeks of annual leave to support work-life balance. Growth Potential: Step into a role with an established client base and opportunities for growth. Impactful Work: Work with a firm that values meaningful outcomes for its clients. Parking: Plenty of on-site parking for all staff. 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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Associate Adviser
Gold Coast | Circa $80,000 + Super
About the Opportunity: We are partnered with a well-established professional services firm with offices across Brisbane, Gold Coast, and interstate to find a talented associate adviser for their Gold Coast office. This is an exciting opportunity for an aspiring financial adviser to join a collaborative and client-focused team, supporting senior advisers and working on a wide range of financial planning strategies. As an associate adviser, you will be responsible for assisting with the preparation of financial plans, conducting research, and maintaining strong relationships with clients. You will work closely with senior advisers to help clients navigate their financial goals while developing your skills in the financial advice industry. Benefits: Career Development: This firm is committed to fostering the growth of its staff and providing opportunities for career progression within the business. You will have the opportunity to complete your Professional Year and move into an authorised financial adviser role. Work-Life Balance: Located on the Gold Coast, this role offers an enviable lifestyle with access to the best beaches, cafes, and activities. Supportive Team Environment: Work with a team that values collaboration, professional development, and providing top-tier client service. Flexibility: you will have flexibility with your daily start/finish times and once settled in, can work from home up to 2 days a week. Tasks and Responsibilities: Attend client meetings alongside Director Develop advice strategies Assist in the preparation of comprehensive financial plans and advice documents Conduct research and analysis to assess clients’ financial situations Liaise with paraplanning and admin support Foster and maintain strong client relationships through excellent communication and service About you: Completed or studying FASEA approved degree 2+ years previous experience in a paraplanner or associate adviser role within a financial planning firm Strong analytical skills with a keen eye for detail Excellent written and verbal communication skills A proactive attitude with the ability to work both independently and collaboratively within a team Keen to complete your Professional Year and become a financial adviser Salary is flexible depending on experience, circa $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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Client Services Officer
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) 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 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 Planner - Fast Track to Equity
Brisbane | $160k - $180k + super + bonus
Are you an experienced Financial Planner looking for a new challenge and the opportunity to fast-track your career to equity ownership? We’re currently recruiting for a unique and exciting role with a respected mid-tier advisory, accountancy, and audit firm in Brisbane. This is a fantastic opportunity for an entrepreneurial Financial Planner who wants to build their own practice, grow their client base, and enjoy the support of a well-established firm. What sets this role apart is the clear path to equity ownership, allowing you to eventually own part of the firm. In this position, you will have the autonomy to shape your own practice, while still benefiting from a strong support system in place. You’ll collaborate with a talented team in various divisions to deliver holistic financial solutions to clients. There’s also ample opportunity to leverage the firm’s existing network and resources to grow your client base and expand your business. The Role: Deliver tailored financial planning advice on wealth management, retirement strategies, tax planning, investment advice, and more, primarily to SMEs and family businesses. Work closely with internal teams (business services, CFO, and audit) to create comprehensive solutions that best serve your clients' needs. Expand your own client portfolio by identifying new opportunities, sourcing referrals, and nurturing long-term relationships. Stay ahead of industry trends, regulatory changes, and best practices in financial planning to deliver exceptional value to clients. What We’re Looking For: Proven experience as a Financial Planner, with a focus on SMEs and family businesses. Strong track record of growing and managing a client base, with the ability to expand your book/portfolio. A self-motivated, results-driven approach with a focus on business development and building long-term client relationships. Relevant financial planning qualifications (CFP or equivalent) and a commitment to ongoing professional development. Strong communication and interpersonal skills, with a client-centric approach to building lasting relationships. Why This Opportunity? This role offers the unique chance to fast-track your career toward equity ownership in the firm. Enjoy the freedom to grow your own practice while receiving strong support from experienced teams across various divisions. Access leadership opportunities and ongoing professional development as you expand your practice. Competitive base salary, with a performance-based bonus structure and the potential for significant earnings. Join a collaborative, supportive firm with a focus on achieving both professional success and personal well-being. How to Apply: If you're an experienced financial planner with the drive to build your own practice and the ambition to eventually become an equity partner, I'd love to hear from you! scott@bentleyrecruitment.com.au 0468 496 046
