About the role
Lead and service a portfolio of established investment clients while driving new business growth. Manage sophisticated strategies, collaborate closely with in-house accounting and lending teams, and contribute to the ongoing expansion of the advice division.

• Manage ongoing investment clients with $1M–$5M+ FUM
• Develop tailored wealth strategies across holistic advice areas
• Build strong client relationships and deliver high‑touch service
• Convert internal referrals from accounting & mortgage teams
• Handle new client enquiries sourced via referrals & events
• Work with in‑house CSO and offshore support to streamline workflow
• Contribute to business growth and future succession planning

Skills & Experience

• Qualified Financial Adviser with relevant degree & credentials
• Background in managing complex investment advice clients
• Strong capability across holistic advice & strategic planning
• Experience with Xplan

About the company / Culture
A growing, multi‑discipline professional services firm offering wealth management, accounting and lending under one roof. Around 15 staff across two offices, supported by an offshore admin network. Known for technical capability, holistic advice and high‑value client relationships.

People enjoy working here because it’s modern, open‑plan and genuinely social.

How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.