Back to consultants
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.
-
Client Service Officer
Brisbane | $70,000 + super
About the company: Our client is a fast growing and highly-reputable financial planning business, who is recognised as one of Australia's top 30 best places to work 2024. They have a strong national presence with their Brisbane office located in the outside suburbs of the Brisbane CBD. A great opportunity to work for a trusted brand name with a people first approach. About the role: To keep up with continued business growth, we are seeking a client service officer to join this team. You will work in a team of CSO's supporting a team of advisers, while being responsible for handling client quieries, advice implementation, and assisting with coordinating SOAs. Strong attention to detail is critical, along with a foundational knowledge of the financial planning industry. Career progression and Professional Year can be supported in the future. Duties: Act as a primary point of contact for clients regarding administrative and service-related matters. Follow up on outstanding client documentation and ensure timely submission. Maintain up-to-date and accurate client records in CRM and other systems/portals. Liaise with internal departments (e.g. paraplanners and advisors) to ensure smooth workflow. Assist in coordinating documents for the paraplanning team. Assist clients with completing forms and applications. Skills & experience: Foundational knowledge of the financial planning industry Understanding and experience using various financial planning platforms and products Strong attention to detail Ability to work in a fast paced environment Benefits: Enjoy an additional day off each month Early finishes on Fridays Continuous learning and development opportunities Professional Year support on offer in the future 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.
-
Senior Paraplanner
Brisbane | $95,000 - $120,000 + super
About the Firm Located in the Southern Suburbs of Brisbane, this firm has built a strong reputation for delivering holistic financial planning services, including insurance, superannuation, and wealth management. With a supportive, friendly culture and a focus on professional excellence, they offer a workplace that values collaboration and client care. The Role: As a Senior Paraplanner, you will be an integral part of the financial planning team, working autonomously to support the Advisers by delivering high-quality financial strategies and documentation. Key Responsibilities: Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs). Conduct in-depth research and financial modelling to support recommendations. Collaborate with the Financial Advisers to ensure the best outcomes for clients. Work alongside a team of experienced Paraplanners in a professional yet friendly environment. About You: 5+ years experience as a Paraplanner. Completed or working towards completing relevant qualifications in Financial Planning. Extensive experience as a Paraplanner, ideally in complex strategy development. Proficiency in Xplan is highly advantageous. Ability to work independently while being an active part of a close-knit team. Strong technical skills, analytical mindset, and attention to detail. Benefits & Perks: Competitive salary package of $90k - $120k + super. Regular training opportunities and career development support. Work in a collaborative and social environment with a strong team culture. Monthly social events and a company-sponsored social club. Early finish on the last Friday of each month. On-site and additional off-street parking provided. 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.
