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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 Client Services Manager
Brisbane | $85,000 - $90,000 + super
About the Company Our client is a well-established mid-tier advisory and accounting firm with a long-standing history of success and continued growth. They are part of a global network of independent firms, offering comprehensive services including audit and assurance, financial management, corporate advisory, superannuation, taxation advice, and wealth management. The company works with a diverse range of clients, including SMEs, family businesses, listed entities, and government bodies. They pride themselves on building strong partnerships and delivering value beyond traditional services. About the Role We’re seeking an experienced Senior Client Services Manager to join the financial planning team of this dynamic firm. This role is pivotal in providing exceptional client support and ensuring the smooth delivery of services. If you’re a proactive and experienced professional ready to excel in a collaborative environment, this could be the perfect opportunity. Key Responsibilities Manage client-facing interactions and serve as a key point of contact for client inquiries. Prepare for client meetings, including review packs. Handle implementation tasks and manage the FDS (Fee Disclosure Statement) process. Follow up on client documentation and ensure compliance requirements are met. Update and maintain the Xplan database. What We’re Looking For 5+ years experience minimum in a Client Services position within financial planning. Understanding of industry compliance regulations. Strong experience with Xplan. Excellent organisational skills. Proactive, detail-oriented, professional, and client-focused. Ability to handle a broad range of responsibilities in a fast-paced environment. What’s on Offer Flexible work arrangements, including 2 days of WFH per week. A supportive team environment with the opportunity to work with highly skilled professionals. Competitive salary package. 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 or Senior Paraplanner
Brisbane | $90,000 - $100,000 + super
We’re seeking an Associate Adviser or Paraplanner to join an award-winning financial planning firm in Brisbane’s CBD. This privately owned firm specialises in providing personalised, holistic advice to high-net-worth clients, including executives and business owners with complex financial needs. In this role, you’ll collaborate closely with a team of experienced financial advisers to ensure clients receive exceptional service. You’ll have the opportunity to broaden your expertise, contribute to innovative projects, and be part of a positive, growth-oriented work culture. Key Responsibilities Preparing strategies and agendas for review and new client meetings. Attending client meetings and recording detailed notes. Ensuring post-meeting actions are executed promptly, including coordinating with other professionals. Preparing paraplanning requests and reviewing advice documentation. Collaborating with client services and implementation teams to deliver outcomes. Managing workflow and CRM systems effectively. About You To thrive in this role, you’ll need: A degree or higher qualification in finance, business, or a related discipline. At least 3 years of experience in a paraplanning or associate role. Proven experience working with high-net-worth and complex clients. A track record of innovation and process improvement. Strong problem-solving, critical-thinking, and attention-to-detail skills. Excellent organisational skills with the ability to manage multiple tasks and deadlines. A collaborative and team-oriented mindset. 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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Paraplanner
Gold Coast | $80,000 - $85,000 + super
About the firm Our client is based in Varsity Lakes 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 key 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. With clear career development opportunities, you’ll have the support to reach your full potential. About the role As a Paraplanner, you’ll play a critical role in delivering high-quality client service by preparing comprehensive financial strategies and advice documents. You’ll work closely with advisers and the broader operational team to ensure technical accuracy, compliance, and client satisfaction. This role offers an opportunity to contribute to a forward-thinking, client-focused firm that values innovation, teamwork, and professional growth. Key responsibilities Conduct detailed research to develop tailored financial strategies for clients. Prepare accurate, compliant, and client-focused advice documents, including complex strategies. Peer review financial advice to ensure technical quality and compliance. Respond to adviser and client queries promptly and professionally. Create projections for superannuation (including SMSFs), income streams, investments, and aged care. Collaborate with team members to continuously improve client service delivery. What we're looking for The ideal candidate brings: Previous experience in a similar paraplanning 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. A thorough understanding of SMSFs, superannuation, retirement income streams, investments, insurance, aged care, and tax. Strong interpersonal skills and the ability to work collaboratively within a team. 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 organization’s dedication to employee satisfaction and retention. Career Growth Potential: Clear pathways to expand your expertise and progress within the organization. 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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Financial Adviser
Brisbane | Circa $120k + super
Our client is a reputable financial services company with over 70 years of combined experience in accounting, bookkeeping, and financial planning. They are based in the Brisbane Bayside and offer a holistic service to meet the diverse needs of their clients. They have experienced impressive growth, with a 33% increase in the past year. They offer a friendly, supportive environment and are committed to helping clients achieve their financial goals. This is an excellent opportunity for a self-driven, experienced planner who wants to contribute to a growing firm and advance their career. About the Role: This is a fantastic opportunity for someone who is motivated, proactive, and excited to take on new business while also servicing an existing client base. Key responsibilities include: Providing tailored, holistic financial advice with a focus on SMSF and high-net-worth individuals (HNW). Working with a range of clients from individuals and retirees to businesses with complex structures and multi-entity setups. Managing a mix of new business and existing clients, with an opportunity to build your own referral network. Receiving referrals from the firm’s accounting division and working alongside a dedicated, experienced team for full back-office support. Developing strong relationships with clients and being a key contributor to the firm’s growth. About you: At least 5 years experience as a Financial Adviser, with a solid understanding of SMSFs and complex client structures. Eager to grow your client base, build your own referral network, and contribute to the firm’s long-term success. Ability to manage a book of business independently while being supported by a collaborative team. This role is ideal for someone who is excited by new business and has the drive to make a lasting impact. Benefits: Work-Life Balance: 1 day of work-from-home per week, once you’ve settled in. Training & Development: Opportunities to further your expertise, including SMSF accreditation. Supportive Team: Full back-office support with the flexibility to bring on additional resources as needed. Parking: Convenient parking available for all staff. 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 Director or Senior Manager | Pathway to Partnership
Canberra | $150k - $200k + super
About the Firm Our client, a highly successful and progressive CA firm, is seeking an Associate Director or Senior Manager to join their team. With a strong track record of growth (25% increase over the past year), this firm is built for success and focuses on delivering high-level compliance and advisory services. A truly unique opportunity to join a young, dynamic leadership team! The Opportunity Due to significant growth, this role will see you step straight into the business, working autonomously with new clients, leading a team, and assisting with practice management duties. Key Responsibilities: Client Portfolio Management: Oversee a diverse portfolio of clients, primarily from the construction and professional services sectors. New Client Management: Be the primary contact for most new clients entering the firm, building and maintaining strong relationships. Team Leadership: Lead and manage a team of accountants, overseeing workflow, reviewing work, and providing technical training. Practice Management: Contribute to marketing initiatives, staff development, and operational strategy. Business Development: Manage new client leads and actively grow your fee base, supported by a well-established and proactive team. About You You’re an experienced accounting professional looking for a challenging yet rewarding role where you can lead, grow, and make a lasting impact. Key Attributes & Experience: Proven management experience within an accounting firm. Experience in reviewing tax compliance and providing client advisory services. CA or CPA qualification. A social, approachable, and positive personality that aligns with the firm’s culture. Australian experience in a client-facing role. A proactive, motivated mindset with a passion for leadership and client success. 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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Junior Financial Adviser
Brisbane | Circa $100,000 + super
About the Role We are currently seeking a Junior Financial Adviser to join a well-established, boutique financial planning firm based in the Brisbane Southside suburbs. This self-licensed firm prides itself on offering holistic financial services, with a close-knit, supportive team. Due to continued growth and succession planning, the firm is looking for a motivated individual to work closely with one of the founding partners of the business. In this role, you will: Attend client review appointments, building strong client relationships. Gradually take on clients as part of a structured handover process. Assist in preparing financial strategies and recommendations. Be mentored by a highly experienced adviser. Who We’re Looking For To be successful in this role, you will have: Completed your Professional Year (PY). A genuine passion for financial planning and helping clients achieve their goals. A team-oriented mindset and the ability to work collaboratively within a close-knit environment. Eagerness to learn and develop technical and client management skills under the mentorship of an experienced adviser. Strong communication skills, with an ability to build rapport with clients and colleagues alike. Why Join the Team? Mentorship: Learn directly from one of the founding partners, gaining invaluable industry knowledge and client management skills. Career Growth: This is a long-term opportunity with a structured succession plan in place, allowing you to gradually take over clients. Supportive Culture: Join a team known for its strong internal relationships, with many advisers having progressed through the business. Flexible Working Conditions: Enjoy one work-from-home day per fortnight and competitive bonus structures. 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 Adviser
Brisbane | $115k + super + bonus ($150k + OTE)
Join One of Australia’s Top Workplaces as an Aged Care Financial Adviser Are you ready to work for a financial planning business recognised as one of Australia’s Top 30 Best Places to Work 2024. I have an exciting opportunity for an experienced Aged Care Financial Adviser to join a vibrant team in a full-time capacity. This is your chance to work with a trusted, people-first organisation where your contributions make a real difference. About the company: My client is one of Australia’s leading financial planning businesses, with a growing presence across the country and a team dedicated to helping clients achieve their goals. Their approach is built on tailored, high-quality advice and a balanced outlook that supports clients in living their best possible lives today while planning for the future. They also specialise in aged care financial planning, guiding families through significant life transitions with empathy, expertise, and clarity. Key Responsibilities: In this role, you will: Provide tailored, high-quality aged care advice to clients. Manage client accounts and databases to ensure all information is accurate and up-to-date. Proactively interact with clients, offering ongoing support and maintaining relationships. Contribute to compliance and administration tasks with precision and efficiency. Deliver exceptional client service, building trust and long-term partnerships. About you: A tertiary qualification in financial services or a related discipline (completed). FASEA higher education requirements met. Experience with financial planning software (e.g., Salesforce) is a plus. A commitment to compliance, organization, and delivering results under pressure. A positive attitude and collaborative approach. At least 1 year of providing financial advice in a client-facing role. The ability to manage tasks, prioritise, and deliver on goals. Benefits: Extra time to celebrate you – take your birthday off after completing your probation. Give back to the community – enjoy paid time off to volunteer for causes that matter to you. Celebrate success – attend our fully sponsored “Celebrate the Wins” annual offsite event. Career growth – benefit from continuous learning and development opportunities. A supportive culture – join a diverse, motivated network that values collaboration and innovation. Apply: Click APPLY, or send your resume through to Scott Munro at scott@bentleyrecruitment.com.au. Please note, only shortlisted candidates will be contacted.
