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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Investment Financial Adviser
Brisbane | $120,000 + super
THE OPPORTUNITY: Our client is a well-known, leading wealth manager and corporate advisory business with offices spanning across multiple locations in Australia. They are placed in the top 5 independent Australian stockbrokers, with access to offices in global investment centres. Having a client focussed approach, they have forged strong relationships with their client base, allowing them to achieve high levels of client satisfaction. ROLES AND RESPONSIBILITIES: Focus on growing your own book of clients Provide investment advice to new and existing clients Have strong communication skills Maintain a comprehensive knowledge of current compliance requirements Be part of a growing company and rewarded with excellent opportunities Supported by back office and support staff ABOUT YOU: 3 + years experience as a financial adviser Highly advantageous to have your own book of clients Have a strong understanding of investment advice Authorised Rep Passed FASEA exam Completed or working towards FASEA educational requirements Excellent communication skills and attention to detail Click APPLY and attach your resume or contact Scott Munro for a confidential discussion on: Phone: 07 3229 8020 Email: scott@bentleyrecruitment.com.au LinkedIn: https://www.linkedin.com/in/scott-munro187/
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Client Services Officer
Brisbane | $70,000 including super
The Opportunity: Our client is a highly successful and progressive financial planning firm based in Brisbane CBD. Experiencing continual growth, they are seeking an experienced Client Services Officer to join their team. You will be providing support to the lead financial advisers, while collaborating with the existing team to provide market leading advice and service to their high net wealth client base. Career progression is offered, with the opportunity to be mentored by leaders in the industry. The Benefits: Relaxed work environment Flexible work hours Education and progression opportunities Regular social events and lunches Opportunity for bonuses Duties & Responsibilities: Provide support to financial advisers Prepare and implement advice documents (SOA's & ROA's) Provide a high level of client service; maintaining and developing client relationships Maintain and update files and database records Prepare for, and manage client reviews About You: Have 1+ years experience in a Client Services Officer role within financial planning Be able to multitask and manage your workflow Have a high attention to detail and strong work ethic Be able to prioritise Experience with Adviser Logic is an advantage Salary is dependant on experience, but will be circa $70k including super + bonus. Click APPLY and attach your resume or contact Scott Munro for a confidential discussion on: Phone: 07 3229 8020 Email: scott@bentleyrecruitment.com.au LinkedIn: https://www.linkedin.com/in/scott-munro187/
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Client Relationship Manager (Associate Adviser)
Canberra | $70,000 - $80,000 + Super
Shadow senior financial advisers Mentorship and career progression Attend client meetings This is an excellent opportunity for experienced paraplanners, associate advisers or highly experienced CSO's who are ready to take a step up in their career and develop their technical knowledge and client skills. Our client is a successful financial services firm based on Canberra's city fringe. They provide comprehensive, personal financial advice to their growing client base. Benefits: Excellent mentorship and development Work closely with senior advisers Hands on experience, attend client meetings Opportunity for long term career progression within the firm Social office culture: Monthly and Quarterly events The role: Client meeting preparation Shadow advisers in client meetings, take file notes Post client meeting strategy work, assist advisers in developing the best strategies/plans for their clients Preparing strategic and investment recommendations to discuss with advisers Preparation of ROA and SOA documents Asset allocation modelling Liaising with clients About you: 2+ years previous experience working in a financial planning firm as a CSO, Paraplanner or Associate Adviser Ideally completed or working towards FASEA educational requirements Experience preparing ROA and SOA documents Xplan experience Experience dealing with comprehensive financial advice Strong technical skills, have an understanding of advice strategies Presentable, good communication skills Passionate about a long term career in financial planning 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 resumes 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
Gold Coast | $100,000 - $120,000 + Super
Growing business Be handed a client book Fun, social team culture An excellent opportunity is available with one of the leading accounting and financial planning firms on the Gold Coast. Our client is looking for an experienced financial adviser to join their growing wealth team. Benefits: Fun, social team culture - lunches, Friday drinks, Golf Day Be handed a warm client book Full admin and paraplanning support Flexible start/finish times The role: Servicing a book of existing clients - full handover from existing adviser Look to further grow and develop your client base through referrals and business development Provide comprehensive financial advice Conduct client meetings with new and existing clients Work collaboratively with admin and paraplanning support Assist with mentoring staff who are going through their Professional Year About you: 4+ years previous experience as a Financial Adviser Authorised Rep Passed FASEA exam Completed or working towards FASEA educational requirements Xplan experience Experience delivering personal, comprehensive advice - SMSF experience ideal Excellent communication skills - comfortable dealing with clients Passionate about a long term career within the financial planning/wealth management industry Salaries are dependent on experience but will be circa $100,000 - $120,000 + 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 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 Manager
Brisbane | $75k - $80k + super
THE OPPORTUNITY Our client is a highly successful, growth driven firm with offices located throughout Queensland. Their focus is on delivering long term, strategic and innovative solutions to their loyal client base. Working with holistic advice, you have the opportunity to take full ownership of the role and develop strategies to ensure customer service is exceptional and projects are on target. You will have the opportunity to work closely with the lead adviser, and develop your skills and knowledge to progress into an adviser position in the future. THE BENEFITS Flexible work hours offering a great work life balance Team and individual rewards if targets are met Competitive salary and bonus scheme Birthday events for staff Yoga every Tuesday Extremely high focus on employee development; assisting you to work towards your career goals Young dynamic team Strong support and mentorship from leaders within the business DUTIES & RESPONSIBILITIES Manage project engagements & client engagements ensuring deadlines are met Accurate maintenance of database Timely and accurate implementation of approved strategies Delivery of timely, warm, courteous, and accurate service to clients Be a pivotal support to advisers and support team Contribution to on-going excellence, profitability, and growth of the business Ability to learn from the lead adviser Opportunity to be exposed to a client facing role; have the ability to go to client meetings ABOUT YOU Minimum 2 years experience in a CSO/CSM position Understanding of paraplanning and core strategies Completed or working towards FASEA educational requirements Proficiency in the use of XPLAN Excellent problem-solving skills and 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 Service Office / Paraplanner - Work Life Balance
Brisbane | $70k - $85k + super
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 client service officer/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 client service officer OR 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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Financial Adviser
Brisbane | $100,000 - $110,000 + super
The Opportunity: Our client is a mid sized, highly reputable financial planning firm offering quality services and comprehensive advice. Having been in operation for over 50 years, and with offices in multiple locations across Australia, this business offers a successful career opportunity in a professional environment. Due to continued growth and success they are looking to expand their Brisbane office, and are seeking an experienced Financial Adviser to join their team. You will be allocated a portfolio of existing clients, and have the opportunity to build and manage your client base. You will be the 'go to' adviser in this office, with the ability to mentor future associates and support staff. Duties and Responsibilities: Handle clients allocated to you in conjunction with your support team Conduct regular client appointments Include associates in client appointments when possible Provide valuable, expert advice to meet the clients needs and goals Manage and grow your client base Mentor associates and support staff Maintain exceptional levels of compliance Regular reporting and communication to director About You: Minimum 3 years experience as a Financial Adviser Are a current authorised rep Must have an understanding of key strategies Have an understanding of different types of insurance Completed or working towards FASEA educational requirements Able to write advice documents (SOA's & ROA's) Ideally have previous exposure to holistic advice Experienced with XPLAN Salary will be dependant on your experience but will be circa $100k + super. Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion. Email: scott@bentleyrecruitment.com.au Phone: 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 | $60,000 - $65,000 + Super
Exposure to paraplanning Career progression and support through Professional Year Long term growth and development Our client is a highly successful financial planning and accounting firm based on Brisbane's city fringe. There is currently an opportunity for an experienced CSO to join their growing team. Benefits: Supporting 2 senior advisers providing holistic advice - excellent training and mentorship Exposure to paraplanning, begin writing simple SOA's Support through your Professional Year Long term career path within the business - eventually become an authorised Financial Adviser The role: Provide full support to 2 senior advisers Be a point of contact for clients and maintain relationships Prepare first meeting packs Prepare documents and reports for client annual review meetings and SOA presentations Handle full advice implementation Manage client fee agreement process Assist with overflow of paraplanning tasks - eventually start writing basic SOA's Attend some client meetings About you: 1 - 2 years of experience working in a CSO/support position within a financial planning firm Ideally completed or currently studying relevant financial planning degree or graduate diploma Previous experience supporting advisers across holistic advice Excellent communication skills - comfortable interacting with clients and team members Good attention to detail Passionate about pursuing a long term career in financial advice Salaries are dependent on experience but will be circa $60,000 - $65,000 + Super. If you're interested please apply via this ad or send your resumes 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
Toowoomba | N/A
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 Client Services Officer to join their team. The role is highly involved with the clients, giving you more exposure to the industry. It will be ideal for an enthusiastic, self-motivated, articulate and efficient professional with excellent organisational and communication skills. 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 Duties & Responsibilities Be a point of contact for clients and respond to client enquiries Provide full adviser support to all advisers Assist with preparation and implementation of documents (SOA's & ROA's) Liaise with product providers and other third parties Manage your own and others workflow to meet deadlines About You 1+ years experience as a Client Services Officer or admin role within Financial Planning industry Prior experience working with XPLAN is advantageous Proficient in Microsoft Office Suite Excellent problem solving skills and attention to detail Excellent time management and organisational skills Willing to learn and keep up to date with industry trends Enjoy working in a team environment 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
