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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Client Relationship Manager - Financial Planning
Canberra | $65,000 - $75,000 + Super (FTE)
Our client has been in operation for over 10 years, with offices located in Canberra and NSW. They provide holistic financial advice and lending/mortgage services to their clients. They are currently looking for an experienced CSO/CRM to join their Canberra team. Benefits: Beautiful heritage listed office space Parking for staff Close-knit team culture Work life balance and flexibility Work from home opportunities Part-time 3-4 days a week or full-time Tasks and Responsibilities: Supporting a team of financial advisers Book client appointments Manage client review process and prepare for client meetings Complete research on client accounts Print and collate advice documents Implementation of advice recommendations Point of contact for clients Management of Xplan database Liaise with off-shore admin team and manage workflow Ad-hoc admin duties About you: 2+ years previous experience in a CSO role supporting financial advisers Experience implementing advice Experience using Xplan Excellent communications skills, both written and verbal Able to work autonomously and as part of a team Strong attention to detail Able to prioritise tasks and manage workflow Salary is flexible depending on experience, circa $65,000 - $75,000 + super (FTE). 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 - Financial Planning
Brisbane | Circa $80,000 package
Our client is a well established business that has been in operation in Brisbane for decades. They provide accounting, business advisory, financial planning and asset management solutions to a range of clients including HNW individuals and families. Due to growth, they are looking for an experienced Client Services Officer to join their team located in Brisbane CBD. Benefits: Spacious office with a putting green Regular staff prizes Friday drinks in the office Regular food platters for staff Income protection insurance included for staff Office masseuse once a month Work from home flexibility Christmas and EOFY parties Tasks and Responsibilities: Supporting a team of 2 financial advisers and 1 junior adviser Book client appointments Prepare for client meetings including required forms and compliance documents Complete research on client accounts Print and collate advice documents Implementation of advice recommendations Point of contact for clients Management of Xplan database Ad-hoc admin duties About you: 2+ years previous experience in a CSO role supporting financial advisers Experience using Xplan Excellent communications skills, both written and verbal Professional and presentable Able to work autonomously and as part of a team Strong attention to detail Able to prioritise tasks and manage workflow Salary is flexible depending on experience, circa $80,000 package. 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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Senior Associate Adviser/Junior Financial Adviser
Brisbane | $85,000 - $100,000 + Super
Our client is a well established boutique firm located in Brisbane CBD. They provide comprehensive financial advice to a client base of predominantly HNW individuals and families. The team strives to go above and beyond for their clients. Due to growth, there is an opportunity for a senior associate adviser or 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 begin their career in advice. Benefits: Work closely with senior financial advisers and the director Excellent team culture with a family feel Join a business that supports internal career progression and development Manage clients and client meetings Develop a client base and move into a standalone adviser role Tasks and Responsibilities: Manage a book of clients alongside the director Attend client meetings with director Develop strategy recommendations Handle the day to day client management Liaise with internal paraplanning and admin support Assist with projections/plan writing when needed Develop your client management skills and progress to generating new client leads and managing clients yourself About you: Experience as an associate/provisional adviser, up to financial advisers with a couple of years as an authorised rep Completed FASEA required studies and Professional Year (if required) - ready to be authorised Experience attending client meetings Strong knowledge of financial planning practices and regulations Good technical ability Paraplanning experience Exposure to holistic financial advice Excellent communication skills Salary is flexible depending on experience, circa $85,000 to $100,000 + 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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Senior Accountant - Tax & Business Services
Canberra | $80,000 - $100,000 + Super
About the company: Our client is a mid-sized accounting firm with over 60 professional staff offering a wide variety of services including business consulting, taxation, financial planning and superannuation. Due to continued growth, they are now in need of a Senior Accountant to manage a portfolio of clients and help with the supervision of junior staff. Benefits: Flexible working arrangements Excellent team culture with regular social events, free gym memberships and excellent staff amenities Diverse and engaged workforce CA/CPA mentorship and support Duties and Responsibilities: Manage a portfolio of clients from SMEs to large multi-entity groups Preparation of financial statements and income tax returns for companies, partnerships, trusts and individuals Provide strategies to clients in relation to budgeting & cash flow planning, tax structuring, tax planning and business structuring Meet with clients and manage client queries Support the Partners and assist with the strategic direction of the firm Assist with supervising a team of junior and intermediate accountants About you: 5+ years of experience as a tax and business services accountant Experience providing business advisory services to clients CA or CPA qualified (or near qualified) is an advantage but not a requirement Strong communication skills and attention to detail Salary is flexible depending on experience and qualifications - $80,000 to $100,000 + 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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Risk Financial Adviser
Brisbane | N/A
About the company: Our client is a professional services firm offering accounting, financial planning and insurance services to a book of long standing clients. They are situated in Fortitude Valley in modern, spacious offices. There is an exciting opportunity for an experienced risk adviser to join the team and manage a large book of existing insurance clients. Benefits: Existing book of risk clients ready to manage Room for career progression and growth Internal referral sources Work alongside senior financial advisers Social and interactive team culture The role: Manage a book of existing risk clients Engage with clients and build rapport Provide tailored personal insurance advice recommendations Drive growth - identify new business leads within the existing book Develop referral relationships with internal teams and external business partners Meet and onboard new risk clients Be proactive and complete your own business development About you: 3+ years of experience as an authorised financial adviser - open to holistic advisers with strong risk experience, or risk specialist advisers Completed FASEA required studies and exam Strong knowledge of insurance advice and passionate about a specialist role in this area Strong understanding of different insurance products and providers Self-sufficient and able to manage a book of clients Client focused Proactive with a growth mindset Experienced onboarding new business and growing a client base Xplan experience Salary is flexible and negotiable 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
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