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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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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.
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Operations Manager
Adelaide | $90,000 - $95,000 + super
About the Company: Our client is a rapidly growing financial planning firm with over 15 years of experience in delivering comprehensive financial advice. With a diverse and expanding client base, the firm has grown across multiple locations, including Gold Coast, Brisbane, and Adelaide. The company prides itself on its values of excellence, innovation, and creating long-term, impactful legacies for both their clients and their employees. The Role: We are seeking an Operations Manager to join the Adelaide office, where you will work closely with the Practice Manager and support the operational functions of the firm. You will play an essential role in ensuring the smooth day-to-day management of advisers, paraplanners, and client service managers (CSMs). This is a key position for a proactive individual looking to make a real impact and contribute to the growth of a firm with ambitious plans for the future. Key Responsibilities: Coordinate and support the operational needs office, ensuring workflow management, team coordination, and effective communication between advisers, paraplanners, and CSMs. Drive operational efficiency and ensure a smooth, high-functioning office environment, prioritising client satisfaction. Provide leadership and guidance to CSMs and operational staff. Support the Practice Manager in optimising workflows and streamlining processes. Assist in team training and development, helping staff achieve career growth in line with their professional goals. Promote a positive office culture that aligns with the firm’s values, focusing on team collaboration and operational success. About You: The ideal candidate will have a strong passion for operations and thrive in a fast-paced, client-focused environment. You will: Have a background working in a financial planning environment. Experienced in a client facing customer service position. Exerienced with the use of Xplan CRM and threads. Strong understanding of financial planning legislative requirements. Possess a proactive attitude and a growth mindset. Demonstrate strong leadership and communication skills. Work collaboratively with a diverse team, always striving for the best outcomes. Benefits This role offers a range of benefits designed to support your professional and personal well-being, including: Competitive Salary Package: Reflecting your skills, experience, and contributions. Professional Development Opportunities: Access to ongoing training, mentoring, and support for further qualifications. Positive Work Culture: A collaborative, inclusive environment that values innovation, teamwork, and employee care. Low Staff Turnover: Reflecting the organisation’s dedication to employee satisfaction and retention. Career Growth Potential: Clear pathways to expand your expertise and progress within the organisation. Health and Wellness Programs: Initiatives designed to support your physical and mental well-being. 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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Senior Client Services Officer
Brisbane | $80,000 - $90,000 + 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 Client Services Officer, you will be an integral part of the financial planning team, supporting two financial advisers and working alongside paraplanners and other CSOs. This is a fast-paced role suited to someone who enjoys working with clients, maintaining accurate records, and ensuring the seamless implementation of financial advice. Key Responsibilities Provide full administrative and adviser support. Prepare documentation for client review meetings. Implement advice documents and ensure compliance. Maintain and update client records in Xplan. Handle client enquiries and follow-ups in a professional manner. Manage the Fee Disclosure Statement (FDS) process and compliance-related tasks. About You The ideal candidate will be a career Client Services Officer with a passion for financial planning and a commitment to providing high-quality client service. 5+ years of experience in a similar Client Services Officer role in financial planning. Extensive knowledge of Xplan is essential. Strong communication skills, both verbal and written. High attention to detail and strong organisational skills. Ability to manage multiple tasks efficiently in a busy environment. A team player who thrives in a collaborative and supportive office. Culture & Benefits A friendly, social, and professional work environment. Monthly social events including early finishes on the last Friday of the month. Regular morning teas and EOFY/Christmas celebrations. On-site and additional off-street parking provided. Located close to public transport for an easy commute. 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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Compliance Manager | Financial Planning
Adelaide | $120,000 - $130,000 + super
About the firm Our client is based in Central Adelaide and are renowned for delivering innovative, long-term financial solutions with passion and empathy. They foster a positive work environment where innovation and collaboration are celebrated. One of the many highlights of joining this team is their low staff turnover, which reflects the company's commitment to employee satisfaction and retention. This supportive environment not only nurtures professional growth but also ensures a healthy work-life balance. The role We are seeking a highly skilled Compliance Manager to join an expanding financial services firm. This role offers an exciting opportunity to lead and enhance compliance and risk management strategies within a dynamic and forward-thinking environment. You will ensure that this firms advice aligns with regulatory requirements. Key responsibilities Develop, implement, and maintain the businesses Risk Management Policy with quarterly reviews. Keep up to date with regulatory changes and adapt business policies accordingly. Oversee Advice Assurance Audits, ensuring compliance with industry standards. Lead the Compliance and Risk Management Committees. Provide guidance and training to advisers, paraplanners, and CSOs. Manage compliance during adviser onboarding and business acquisitions. What we're looking for Strong experience in a similar compliance role within financial services. Strong knowledge of financial planning compliance, risk management, and regulations. Proficiency in XPLAN and other financial planning software. Leadership and coaching skills to support staff in compliance-related matters. Exceptional analytical, problem-solving, and communication skills. A proactive approach with a high level of integrity and accountability. Benefits This role offers a range of benefits designed to support your professional and personal well-being, including: Competitive Salary Package: Reflecting your skills, experience, and contributions. Professional Development Opportunities: Access to ongoing training, mentoring, and support for further qualifications. Positive Work Culture: A collaborative, inclusive environment that values innovation, teamwork, and employee care. Low Staff Turnover: Reflecting the organisation’s dedication to employee satisfaction and retention. Career Growth Potential: Clear pathways to expand your expertise and progress within the organisation. Health and Wellness Programs: Initiatives designed to support your physical and mental well-being. 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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Associate Adviser
Brisbane | $90,000 - $100,000 + super
About the Firm This well-established financial planning firm has been in operation since 2010 and pride themselves on building trusted, long-lasting relationships with their clients. Offering full holistic advice, they specialise in working with a variety of clients from young accumulators, through to retirees, and high net worth clients. They have created a collaborative and inclusive culture, which fosters strong teamwork where everyone is involved. The Role We are looking for an experienced financial services candidate to join this growing business. This position will start out as a hybrid position as a paraplanner/associate adviser, with the view to transition to an associate in the next 12 months. You will play a key role in assisting a team of financial advisers by preparing for, and attending client meetings, completing file notes, and producing financial strategies and advice documents. Key Responsibilities Conduct detailed research to develop tailored financial strategies for clients. Prepare accurate, compliant, and client-focused advice documents, including complex strategies. Prepare for, and attend client meetings. Complete file notes post client meetings. Complete modelling and projections for financial strategies. Collaborate with team members to continuously improve client service delivery. About You Previous experience in a similar role within a financial planning firm. Relevant tertiary qualifications are highly regarded. Proficiency with Xplan tools such as Xtools+, Wealth Solver, and Risk Researcher. Exceptional attention to detail and problem-solving 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.
