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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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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Client Services Officer - Financial Planning
Brisbane | $70,000 - $75,000 + Super
Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane's city fringe. An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and collaborative team, working alongside other CSO's, supporting a team of financial advisers. Benefits: Comprehensive advice firm - be exposed to all areas of financial advice Social office environment with a family feel Work with senior financial advisers that are practiced at mentoring staff Future opportunities for career progression Stable workplace with excellent staff tenure Tasks and responsibilities: Provide full support to financial advisers in a team structure Handle compliance processes - OFA and annual agreements Full implementation of advice Managing the client database (Xplan) Complete investment portfolio reconciliations Manage projects - e.g. bulk client updates/communications Follow up with clients/product providers Ad-hoc administration duties and assist with client queries Liaise with offshore admin team About you: 3+ years previous experience in a CSO/financial planning support position Relevant degree is favourable but not mandatory Experience using Xplan Familiar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planning Experience with FDS and fee agreement processes Experience completing implementation of advice Previous experience working with outsourced admin staff will be favourable Salary is flexible depending on experience, circa $70,000 - $75,000 + 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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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.
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Junior Financial Adviser
Brisbane | Circa $100,000 + Super + Bonus
Our client is a well established boutique firm located in Brisbane's southern suburbs. They provide comprehensive financial advice to a broad client base including some not-for-profit organisations. Due to growth, there is an opportunity for a 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 develop their career in financial advice. Benefits: Work closely with a senior financial adviser Mentorship and training provided New client leads provided Excellent team culture with a family feel Manage clients and client meetings Develop a client base and move into a standalone adviser role Base salary plus bonus Tasks and Responsibilities: Manage a book of clients alongside a senior adviser Attend client meetings with senior adviser Complete file notes post client meeting Develop strategy recommendations Handle day to day client management and ongoing relationships with clients Liaise with internal paraplanning and admin support Develop your client management skills and over time, become the lead adviser on your own book of clients About you: Circa 2 years of experience as an authorised financial adviser Completed FASEA required studies and Professional Year (if required) Experience attending/running client meetings and developing strategies Strong knowledge of financial planning practices and regulations Good technical ability Exposure to holistic financial advice Excellent communication skills Salary is flexible depending on experience, circa $100,000 + Super + Bonus. 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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Financial Adviser - Leadership and Equity Opportunity
Canberra | Circa $120,000 - $150,000 + super + bonus
About the Opportunity: We are partnered with a dynamic financial services firm that is experiencing continued growth. The business provides personal financial advice to a client base of predominantly high net wealth individuals and families. There is an exciting opportunity for a financial adviser to join their Canberra team. This position is well suited for an experienced adviser that is able to take on a team leader role and provide guidance and mentorship to a team of advisers and support staff. The ideal candidate has a book of existing clients that they can bring to this role. If not, you will have existing referral relationships and a proven track record of onboarding new clients and developing a client base. This is a growth focused role. Benefits: Growing boutique firm with a focus on HNW clients Take on a leadership role in the Canberra team Admin and paraplanning support provided Exclusive investment offering Join a firm that encourages work-life balance and flexibility Flexible start/finish times Pathway to partnership/equity Excellent base salary + bonus The role: Focus on growth and business development activities, the firm is happy to fund marketing campaigns Develop a strong referral network and pipeline of client leads Onboard new clients and develop an ongoing client base Provide holistic financial advice and an excellent level of service Continue to drive business growth through your own book and across the team Provide ongoing service to your clients Help to guide and mentor advisers and support staff Assist directors with business growth and planning About you: 5+ years of experience as an authorised financial adviser Completed FASEA required studies and exam Strong knowledge of financial strategies across holistic advice Demonstrated business development success Existing referral relationships Strong leadership skills Excellent communication skills Proactive with a growth mindset Xplan experience Keen to drive business growth and work towards partnership/equity Salary is flexible depending on experience: circa $120,000 - $150,000 + super + bonus and future equity opportunities. 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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Junior Financial Adviser
Brisbane | Circa $100,000 + Super + Bonus
Our client is a well established boutique firm located in Brisbane's southern suburbs. They provide comprehensive financial advice to a broad client base including some not-for-profit organisations. Due to growth, there is an opportunity for a 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 develop their career in financial advice. Benefits: Work closely with a senior financial adviser Mentorship and training provided New client leads provided Excellent team culture with a family feel Manage clients and client meetings Develop a client base and move into a standalone adviser role Base salary plus bonus Tasks and Responsibilities: Manage a book of clients alongside a senior adviser Attend client meetings with senior adviser Complete file notes post client meeting Develop strategy recommendations Handle day to day client management and ongoing relationships with clients Liaise with internal paraplanning and admin support Develop your client management skills and over time, become the lead adviser on your own book of clients About you: Circa 2 years of experience as an authorised financial adviser Completed FASEA required studies and Professional Year (if required) Experience attending/running client meetings and developing strategies Strong knowledge of financial planning practices and regulations Good technical ability Exposure to holistic financial advice Excellent communication skills Salary is flexible depending on experience, circa $100,000 + Super + Bonus. 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
