Scott Munro
Scott specialises in recruitment for the Financial Services industry across Brisbane, Gold Coast, Sydney, Melbourne, and Canberra. Scott has completed a Bachelor of Business Management (Marketing & International Business) at the University of Queensland, graduating in 2016. With a background in sales, Scott draws on his experience providing exceptional services to both his candidates and clients, while developing long-lasting relationships.
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Junior Client Services Officer
Brisbane | $60,000 + super
About the company: Our client is a highly reputable financial planning firm with over 40 staff, spanning across multiple locations throughout QLD and NSW. They are a large and respected company in the industry who provide clients with a high level of service and personalised advice. About the role: With continual growth in their Brisbane CBD office, they are seeking a Client Services Officer to join their team. You will join a high performing team and business, while receiving plenty of training and mentorship. This role is best suited for someone who has completed their studies and is looking to get into the industry. Future career progression supported! Benefits: Quarterly social events EOFY and Christmas events Flexible working hours WFH can be offered Career progression and training available Study support and study programs offered Duties: Manage and process all documents (implementation) Maintain and update relevant systems and databases Manage client queries with professionalism Liaise with providers Basic administration duties including phones, email, diary management, and other ad hoc tasks as required Skills & experience: Proven administration experience Experience in a similar role in financial services (ideal, not mandatory) Bachelor degree or tertiary qualification in financial planning (ideal, not mandatory) High attention to detail Strong time management skills Determination to succeed, commitment to the business and an eagerness to learn How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au Alternatively, contact Scott on 0468 496 046
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Adviser Support | Financial Planning
Toowoomba | $60,000 - $80,000 + super
About the company: Our client is a highly reputable and leading Financial Planning firm who has been in operation for over 30 years. They are a progressive firm with several offices located throughout QLD. They deliver a high quality, full comprehensive service to their client base, which ranges from business owners, professionals, retirees, TTR, families, and wealth accumulators. About the role: To keep up with continued business growth, I am seeking an experienced Clients Services Officer OR Adviser Support Officer. You will have variety in this role where you will be responsible for preparation of advice documents, implementation of advice, research, and assist with strategy development. Career progression and Professional Year can be offered, with the guidance to become a financial adviser. Duties: Proactively support financial advisers Preparation for client meetings, including all correct documents Implementing advice documents (SOAs & ROAs) and associated documents Be a first point of contact for clients Complete research and assist with strategy development Skills & experience: Experience working as a Client Services Officer or Adviser Support within a financial planning firm Sound understanding of the financial planning process Experience using financial planning software and platforms (Xplan) Strong attention to detail and time management skills Ability to work well under pressure and prioritise your workload Benefits: Flexible work arrangements; opportunity for some WFH after a period of time Opportunity for career development, learning from leaders within the business Professional Year can be offered; work towards becoming a financial adviser Be a part of a large, supportive, and friendly team How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au Please note, only shortlisted candidates will be contacted.
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Client Services Manager | Financial Planning
Brisbane | $75,000 + super
About the company: Our client is a large sized financial planning firm who has been in operation for over 13 years. They have offices located in the Brisbane CBD and the southern suburbs in the Gold Coast. They deliver high quality, professional advice to their client base, which ranges from medical and business professionals to families and wealth accumulators. About the role: To keep up with the growth of the firm, my client is seeking an 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. Duties: Ongoing management of the client database through Xplan Preparation for client meetings, including all correct documents Implementing advice documents (SOAs & ROAs) Liaising with third party providers Delivering a high quality service to clients Skills & experience: 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 Culture: My client has an exceptional company culture, very little staff turnover and they provide excellent support, training and mentoring. They have a focus on building a culture that is about their staff and their well-being. They invest in their staff and assist with their career growth and development. Benefits: Flexible work hours, with the option to start later/earlier and finish later/earlier Opportunity for 1 day WFH after a period of time Team and individual rewards if targets are met Competitive salary and bonus scheme Paid day off for your birthday Yoga every Tuesday (optional) Young dynamic team Strong support and mentorship from leaders within the business How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au Alternatively, contact Scott on 0468 496 046 Please note, only shortlisted candidates will be contacted.
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Paraplanner / Associate Adviser
Toowoomba | $85,000 + super
The company: Our client is a leading Financial Planning and Accounting business based in Toowoomba. Being in operation for over 40 years, this business provides a complete holistic service to their client base, which span all throughout Queensland. The role: With continual growth in their financial services division, they are seeking an experienced Paraplanner / Associate Adviser to join their team. You will be primarily supporting and assisting the financial planners with their clients and preparation of advice. Your focus will be based around advice strategies. This role is ideal for an enthusiastic, self-motivated and efficient professional looking to grow and develop their skillset within the industry. The Benefits Strong focus on training and development Active social club with monthly events Monthly RDO Flexible hours & work-life balance WFH can be offered after a settling in period Roles & Responsibilities Develop advice strategies and discuss with financial advisers Complete product research Attend client meetings and be mentored by Financial Planners Ensure all advice documents adhere to licensee compliance standards Timely follow ups with clients About You Experienced paraplanner or associate adviser within a financial planning business Have a great knowledge of investments, superannuation, tax, debt management, structures, estate planning, insurance and compliance Ability to build and maintain relationships Experienced with XPLAN software Excellent time management skills How to apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au Please note, only shortlisted candidates will be contacted.
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