We recruit for a variety of positions in the financial services industry including:
Management & Executive
Financial Planners
Associate Planners
Paraplanners
Adviser Support
Client Services Managers
Client Service Officers
Administration and Support
Insurance Advisers
Funds Managers
Mortgage Brokers
Stocks & Shares
Superannuation
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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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Client Relationship Manager - Financial Planning
Canberra | $65,000 - $75,000 + Super (FTE)
Our client has been in operation for over 10 years, with offices located in Canberra and NSW. They provide holistic financial advice and lending/mortgage services to their clients. They are currently looking for an experienced CSO/CRM to join their Canberra team. Benefits: Beautiful heritage listed office space Parking for staff Close-knit team culture Work life balance and flexibility Work from home opportunities Part-time 3-4 days a week or full-time Tasks and Responsibilities: Supporting a team of financial advisers Book client appointments Manage client review process and prepare for client meetings Complete research on client accounts Print and collate advice documents Implementation of advice recommendations Point of contact for clients Management of Xplan database Liaise with off-shore admin team and manage workflow Ad-hoc admin duties About you: 2+ years previous experience in a CSO role supporting financial advisers Experience implementing advice Experience using Xplan Excellent communications skills, both written and verbal Able to work autonomously and as part of a team Strong attention to detail Able to prioritise tasks and manage workflow Salary is flexible depending on experience, circa $65,000 - $75,000 + super (FTE). How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Client Services Officer - Financial Planning
Brisbane | Circa $80,000 package
Our client is a well established business that has been in operation in Brisbane for decades. They provide accounting, business advisory, financial planning and asset management solutions to a range of clients including HNW individuals and families. Due to growth, they are looking for an experienced Client Services Officer to join their team located in Brisbane CBD. Benefits: Spacious office with a putting green Regular staff prizes Friday drinks in the office Regular food platters for staff Income protection insurance included for staff Office masseuse once a month Work from home flexibility Christmas and EOFY parties Tasks and Responsibilities: Supporting a team of 2 financial advisers and 1 junior adviser Book client appointments Prepare for client meetings including required forms and compliance documents Complete research on client accounts Print and collate advice documents Implementation of advice recommendations Point of contact for clients Management of Xplan database Ad-hoc admin duties About you: 2+ years previous experience in a CSO role supporting financial advisers Experience using Xplan Excellent communications skills, both written and verbal Professional and presentable Able to work autonomously and as part of a team Strong attention to detail Able to prioritise tasks and manage workflow Salary is flexible depending on experience, circa $80,000 package. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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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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Senior Associate Adviser/Junior Financial Adviser
Brisbane | $85,000 - $100,000 + Super
Our client is a well established boutique firm located in Brisbane CBD. They provide comprehensive financial advice to a client base of predominantly HNW individuals and families. The team strives to go above and beyond for their clients. Due to growth, there is an opportunity for a senior associate adviser or junior financial adviser to join the team. This opportunity is perfect for someone who has completed their studies and Professional Year, and is looking to begin their career in advice. Benefits: Work closely with senior financial advisers and the director Excellent team culture with a family feel Join a business that supports internal career progression and development Manage clients and client meetings Develop a client base and move into a standalone adviser role Tasks and Responsibilities: Manage a book of clients alongside the director Attend client meetings with director Develop strategy recommendations Handle the day to day client management Liaise with internal paraplanning and admin support Assist with projections/plan writing when needed Develop your client management skills and progress to generating new client leads and managing clients yourself About you: Experience as an associate/provisional adviser, up to financial advisers with a couple of years as an authorised rep Completed FASEA required studies and Professional Year (if required) - ready to be authorised Experience attending client meetings Strong knowledge of financial planning practices and regulations Good technical ability Paraplanning experience Exposure to holistic financial advice Excellent communication skills Salary is flexible depending on experience, circa $85,000 to $100,000 + Super. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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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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Risk Financial Adviser
Brisbane | N/A
About the company: Our client is a professional services firm offering accounting, financial planning and insurance services to a book of long standing clients. They are situated in Fortitude Valley in modern, spacious offices. There is an exciting opportunity for an experienced risk adviser to join the team and manage a large book of existing insurance clients. Benefits: Existing book of risk clients ready to manage Room for career progression and growth Internal referral sources Work alongside senior financial advisers Social and interactive team culture The role: Manage a book of existing risk clients Engage with clients and build rapport Provide tailored personal insurance advice recommendations Drive growth - identify new business leads within the existing book Develop referral relationships with internal teams and external business partners Meet and onboard new risk clients Be proactive and complete your own business development About you: 3+ years of experience as an authorised financial adviser - open to holistic advisers with strong risk experience, or risk specialist advisers Completed FASEA required studies and exam Strong knowledge of insurance advice and passionate about a specialist role in this area Strong understanding of different insurance products and providers Self-sufficient and able to manage a book of clients Client focused Proactive with a growth mindset Experienced onboarding new business and growing a client base Xplan experience Salary is flexible and negotiable depending on experience. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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Client Services Manager
Brisbane | $80,000 - $95,000 package
An excellent opportunity has become available for an experienced Client Services Officer/Manager to join a successful professional services firm based on Brisbane's city fringe. Our client provides financial advice, accounting and business advisory services to its long standing client base. They offer a supportive and inclusive workplace with career progression opportunities tailored for each staff member. Benefits: Receive personalised ongoing training, development and mentorship Work as part of a supportive and collaborative team Regular social events Career progression opportunities available Predominantly work with HNW, wholesale clients Tasks and responsibilities: Provide full support to one of the Directors and their Associate Be a point of contact for clients and develop client relationships Book in client appointments and prepare for meetings Prepare forms and documents Implement financial advice recommendations Manage compliance such as ongoing engagements and FDS's Provide ad-hoc admin support About you: 2+ years previous experience in a CSO role supporting financial advisers Experience using Xplan Excellent communications skills, both written and verbal Professional and presentable Able to work autonomously and as part of a team Strong attention to detail Able to prioritise tasks and manage workflow Salary is flexible depending on experience, circa $80,000 - $95,000 package. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs
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