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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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Financial Planner - Fast Track to Equity
Brisbane | $160k - $180k + super + bonus
Are you an experienced Financial Planner looking for a new challenge and the opportunity to fast-track your career to equity ownership? We’re currently recruiting for a unique and exciting role with a respected mid-tier advisory, accountancy, and audit firm in Brisbane. This is a fantastic opportunity for an entrepreneurial Financial Planner who wants to build their own practice, grow their client base, and enjoy the support of a well-established firm. What sets this role apart is the clear path to equity ownership, allowing you to eventually own part of the firm. In this position, you will have the autonomy to shape your own practice, while still benefiting from a strong support system in place. You’ll collaborate with a talented team in various divisions to deliver holistic financial solutions to clients. There’s also ample opportunity to leverage the firm’s existing network and resources to grow your client base and expand your business. The Role: Deliver tailored financial planning advice on wealth management, retirement strategies, tax planning, investment advice, and more, primarily to SMEs and family businesses. Work closely with internal teams (business services, CFO, and audit) to create comprehensive solutions that best serve your clients' needs. Expand your own client portfolio by identifying new opportunities, sourcing referrals, and nurturing long-term relationships. Stay ahead of industry trends, regulatory changes, and best practices in financial planning to deliver exceptional value to clients. What We’re Looking For: Proven experience as a Financial Planner, with a focus on SMEs and family businesses. Strong track record of growing and managing a client base, with the ability to expand your book/portfolio. A self-motivated, results-driven approach with a focus on business development and building long-term client relationships. Relevant financial planning qualifications (CFP or equivalent) and a commitment to ongoing professional development. Strong communication and interpersonal skills, with a client-centric approach to building lasting relationships. Why This Opportunity? This role offers the unique chance to fast-track your career toward equity ownership in the firm. Enjoy the freedom to grow your own practice while receiving strong support from experienced teams across various divisions. Access leadership opportunities and ongoing professional development as you expand your practice. Competitive base salary, with a performance-based bonus structure and the potential for significant earnings. Join a collaborative, supportive firm with a focus on achieving both professional success and personal well-being. How to Apply: If you're an experienced financial planner with the drive to build your own practice and the ambition to eventually become an equity partner, I'd love to hear from you! scott@bentleyrecruitment.com.au 0468 496 046
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Portfolio Administrator
Brisbane | $75k - $85k + super (dependant on experience)
About the company: This is a unique opportunity to join an well established, and well respected Wealth Management firm located in the Southern Suburbs of Brisbane. This highly successful and professional firm have developed an outstanding service catering to their clients wealth needs. They focus on creating strong relationships with their clients through providing a hands on approach. My client focusses on investment advice for a client base made up of HNW and UHNW clients. About the role: We are currently seeking a Portfolio Administrator to work alongside a team of advisers and other staff members. In this role, you will be responsible for running and managing the portfolio management system of the business, looking after aprox $400 million in investments. Duties: Process and reconcile investment portfolio transactions Prepare client reports on a regular basis Assist with the administration of SMSFs & collation of their financial statements Update existing or create new transactions Arrange client billing for reports Skills & experience: Preferably previous experience within financial services (investment advice) Understanding of investment principles Ability to prioritise and manage multiple tasks Strong attention to detail Previous experience using portfolio administration or SMSF accounting software is preferrable (not essential) 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.
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Financial Services Company Officer (Authorised Representative)
Brisbane | $90,000 - $100,000 + super
About the Opportunity: Our client is seeking an experienced Financial Services 'all-rounder' to join an exceptional team of advisers and client service managers. This role is suited for a part-time professional who thrives in a dynamic environment. While an Authorised Representative Status is mandatory, as you will be listed as an adviser on many practice clients, focusing on building deep relationships while delegating and collaborating rather than performing a traditional financial adviser role. You will leverage your vast experience and skills in working with external stakeholders to improve the compliance of advice templates and advice delivery workflows and systems and as such requires a sound understanding of a broad range of strategies and experience with advising and implementing advice. About the Company & Benefits: Based in Newstead, the practice is a leading, self-licenced financial services firm. The successful candidate will need to be a good fit within the existing team and culture consisting of high integrity professionals who prioritise looking after practice clients, client satisfaction and supporting each other. This approach has resulted in a busy team and steady organic growth via referrals from client's and industry professionals. This role promises a generous remuneration package tailored to experience with the flexibility to start immediately, pending notice periods. The successful candidate will find the perfect balance between maintaining authorised representative status and achieving a work-life balance. Growing boutique firm with a focus on HNW clients. Collaborative and supportive team culture. A culture that values experience and professionalism. Opportunity for continued education and professional development. Chance to work with a diverse range of clients and complex financial situations. No sales or new client targets/KPI's. Qualifications, Attributes and Skills: This role requires a depth of industry knowledge (products and strategies) that only experience can bring and therefore would not be suited to anyone with less than 5 years relevant experience. Attention to detail is vital to the success of anyone working in the Financial Services industry and this role, and a demonstrated ability to follow detailed processes and understand complex advice documents will be required to be successful in this role. The position would be working alongside colleagues fostering good communication to ensure deadlines and service levels are maintained efficiently. While advice would need to be provided in service-based or time-critical scenarios, this role involves delegate to the advice team and supervision (peer review) of SOA’s, ROA’s, EOI’s. You would also assist support team, directing the implementation documents required for these with ultimate accountability over delegated work. To thrive in this role, the ideal applicant will demonstrate the following: Easily build relationships with new and existing clients. Eligibility to be an authorised representative. To speak with confidence and authority as an experienced financial services professional. Knowledge of compliance, regulations, and industry best practices. Ability to work independently and in a team environment. Impeccable time management and proven efficiency, with great communication to all team members, ensuring completion of work and deadlines are met. Must possess a ‘can-do’ attitude and value high service standards. Support and promote a positive workplace culture. Follow processes and positively contribute to team projects. Key Responsibilities: Delegate, supervise, and peer review SOA’s, ROA’s, and EOI’s. Provide advice to clients (where needed), including SOA's, ROA's, and complete projections. Maintain service levels and advice efficiency as well as resourcing. Perform client file reviews and peer vetting of advice documents. Respond to enquiries from clients and stakeholders. Manage and oversee Centrelink (PRODA) requirements. Maintaining education requirements (CPD) on time (pro-rata). Demonstrate exceptional time management and problem-solving skills Advocate and contribute to a positive workplace culture. Support the team in implementing advice across various platforms. Improve compliance of advice templates and delivery workflows. 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.
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Client Services Officer
Brisbane | Circa $60k + 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 Only shortlisted candidates will be contacted.
