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Ben specialises in recruitment across the Financial Services industry. He completed a Bachelor of Business (Economics & Finance) at QUT, graduating in 2015. Since then, Ben has worked for 4 years in an ASX listed and industry leading Banking and Financial Services company. He had exposure to multiple different teams and roles, but most recently worked in the company’s Private Bank business.
Ben draws on his industry experience to provide first hand advice on our roles and vacancies, while his easy going and friendly nature cultivates strong, long-lasting relationships.
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Paraplanner
Brisbane | $80,000 - $95,000 + Super
Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families. Many clients have multiple entities and complex advice requirements. There is an excellent opportunity for an experienced paraplanner to join their growing team. Benefits: Successful, well established business with strong compliance and processes in place Work closely with highly experienced financial advisers and directors Excellent team culture Work with HNW and UHNW clients Exposure to complex advice scenarios with multiple entities Tasks and Responsibilities: Paraplanner position supporting a team of financial advisers Review advice strategies Complete research, product comparisons and projections for plans Generate ROA's & SOA's for holistic financial advice recommendations Adhere to all compliance requirements Liaise with advisers and admin support Review advice documents generated by other paraplanners About you: 2+ years of experience in a paraplanning position dealing with holistic advice - open to a junior paraplanner or a higher level paraplanner that can work more autonomously Ideally completed or working towards relevant financial planning studies Strong technical knowledge Previous experience working with trusts, companies and SMSF's Previous experience working with HNW clients will be favourable Xplan and Xtools experience Eager to learn Strong attention to detail Salary is flexible depending on experience and qualifications - circa $80,000 - $95,000 + 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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Junior Financial Adviser
Brisbane | $90,000 - $100,000 + Super + Bonus
Our client is a well established boutique firm located in Brisbane's southern suburbs. They provide comprehensive financial advice to a broad client base including some not-for-profit organisations. Due to growth, there is an opportunity for a junior financial adviser to join the team. This opportunity is perfect for someone who has completed their studies and Professional Year, and is looking to develop their career in financial advice. Benefits: Work closely with a senior financial adviser Mentorship and training provided New client leads provided Excellent team culture with a family feel Manage clients and client meetings Develop a client base and move into a standalone adviser role Base salary plus bonus Tasks and Responsibilities: Manage a book of clients alongside a senior adviser Attend client meetings with senior adviser Complete file notes post client meeting Develop strategy recommendations Handle day to day client management and ongoing relationships with clients Liaise with internal paraplanning and admin support Develop your client management skills and over time, become the lead adviser on your own book of clients About you: Circa 2 years of experience as an authorised financial adviser Completed FASEA required studies and Professional Year (if required) Experience attending/running client meetings and developing strategies Strong knowledge of financial planning practices and regulations Good technical ability Exposure to holistic financial advice Excellent communication skills Salary is flexible depending on experience, circa $90,000 to $100,000 + 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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Financial Adviser
Sunshine Coast | $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 on the Sunshine Coast. They provide holistic financial advice to a broad client base. This opportunity is well suited to an adviser with 5+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth. The ideal candidate will be able to take on a leadership role in the office. 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 5+ 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
