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
-
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
-
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.
-
Compliance Manager | Financial Planning
Brisbane | $120,000 - $130,000 + 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 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 AFS licence conditions, 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.
-
Client Services Officer - Financial Planning
Brisbane | $70,000 - $85,000 + 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 collaborative team, working alongside other CSO's, supporting a team of financial advisers. 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 Future opportunities for career progression Stable workplace with excellent staff tenure Tasks and responsibilities: Provide full support to financial advisers in a team structure Handle compliance processes - OFA 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 About you: 3+ years previous experience in a CSO/financial planning support position 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 Experience completing implementation of advice Previous experience working with outsourced admin staff will be favourable Salary is flexible depending on experience, circa $70,000 - $85,000 + 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
-
Client Services Manager | Financial Planning
Gold Coast | $75,000 - $80,000 + super
About the firm Our client is based in Varsity Lakes 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: To keep up with continued growth, we are seeking an experienced 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. Key responsibilities Prepare client meeting packs, reports, and review documents Implementing advice documents (SOAs & ROAs) Coordinate with external providers (e.g., product providers, insurance companies) for product information and follow-ups Maintain ongoing communication with clients to build strong relationships Follow up on outstanding client documentation and ensure timely submission. Maintain up-to-date and accurate client records in CRM and other systems/portals. Liaise with internal departments (e.g. paraplanners and advisors) to ensure smooth workflow. What we're looking for 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 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.
-
Financial Adviser
Brisbane | Flexible base salary and bonus structure
About the company: This is an excellent opportunity for an experienced financial adviser to join a well established business located in Brisbane CBD. They provide holistic financial advice to a broad client base. This opportunity is well suited to an adviser with 3+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth. Benefits: Substantial existing client book New client leads provided Join a business that is growing and acquiring books Streamlined processes and full back office support provided Plenty of opportunity and resources available to grow your client book Earn excellent bonuses Duties and Responsibilities: You will be provided with an existing client book to manage Receive new client leads and onboard new business Provide holistic advice with a focus on superannuation, personal insurance and investments Provide an excellent level of client service Adhere to all compliance requirements Work collaboratively with paraplanning and admin staff About you: Completed FASEA educational requirements 3+ years experience as an authorised financial adviser 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 Base salary and bonus structure is flexible 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
-
Client Service Officer
Brisbane | $70,000 + super
About the company: Our client is a fast growing and highly-reputable financial planning business, who is recognised as one of Australia's top 30 best places to work 2024. They have a strong national presence with their Brisbane office located in the outside suburbs of the Brisbane CBD. A great opportunity to work for a trusted brand name with a people first approach. About the role: To keep up with continued business growth, we are seeking a client service officer to join this team. You will work in a team of CSO's supporting a team of advisers, while being responsible for handling client quieries, advice implementation, and assisting with coordinating SOAs. Strong attention to detail is critical, along with a foundational knowledge of the financial planning industry. Career progression and Professional Year can be supported in the future. Duties: Act as a primary point of contact for clients regarding administrative and service-related matters. Follow up on outstanding client documentation and ensure timely submission. Maintain up-to-date and accurate client records in CRM and other systems/portals. Liaise with internal departments (e.g. paraplanners and advisors) to ensure smooth workflow. Assist in coordinating documents for the paraplanning team. Assist clients with completing forms and applications. Skills & experience: Foundational knowledge of the financial planning industry Understanding and experience using various financial planning platforms and products Strong attention to detail Ability to work in a fast paced environment Benefits: Enjoy an additional day off each month Early finishes on Fridays Continuous learning and development opportunities Professional Year support on offer in the future 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.
-
Client Services Officer
Brisbane | Circa $70,000 + 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. This is the perfect opportunity for an experienced CSO who is looking to join a fast paced and growing business. Benefits: Fun, social team culture Comprehensive onboarding and training provided Flexible daily start/finish times Half day every Friday - get an early start on your weekend! Future career progression on offer Tasks and Responsibilities: Client Services Officer supporting financial advisers across holistic advice Handling inbound enquiries from clients Xplan database management - setting up new clients, updating client details, filing and documenting Implementation of advice post ROA/SOA Liaising with product providers such as super funds and insurers to gather information and reports on clients accounts Assist advisers to prepare for client meetings - generate reports and required documents About you: 1+ year previous experience in a role supporting financial advisers Familiar with superannuation, insurance and investment advice/platforms Xplan experience Experienced implementing financial advice recommendations Excellent communication skills both written and verbal Able to prioritise tasks and work in a busy environment Interested in pursuing a career in the financial planning industry Salary is flexible depending on experience, circa $70,000 + 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
-
Paraplanner
Gold Coast | Circa $100,000 + Super
About the opportunity: We are partnered with a successful professional services practice located on the Gold Coast that is experiencing continued growth across their client base and team. They provide tailored financial advice, accounting and mortgage broking solutions and have been in operation for over 10 years. Due to business growth, they are looking to hire an experienced paraplanner to join their financial planning team. Benefits: Work closely with directors and management Growing firm with room for career development Work life balance and work from home flexibility (1 day per week) Monthly RDO's Regular morning tea provided and social events Above market remuneration on offer Tasks and responsibilities: Generating high-quality SOA and ROA documents for holistic financial advice recommendations Assist in strategy development Complete research and projections for plans Work closely with financial advisers and admin support Develop client relationships and assist with ad-hoc client queries Ensure advice documents meet all compliance requirements About you: 5+ years of paraplanning experience Experience writing plans for holistic advice scenarios Strong technical and compliance knowledge Ideally completed or working towards relevant tertiary qualifications Strong attention to detail Able to work cohesively as part of a collaborative team 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
