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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Financial Adviser - Leadership and Equity Opportunity
Canberra | $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: $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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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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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.
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Junior Financial Adviser
Brisbane | $90,000 - $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 $90,000 to $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
Brisbane | $120,000 + super + bonus - OTE $180k+
About the company: There is an excellent opportunity for an experienced financial adviser to join one of the fastest growing practices in Brisbane. They provide holistic financial advice to a broad client base. This opportunity is well suited to an adviser with 2+ years of experience that is looking to develop their career in a dynamic business that is going through an exciting period of growth. Benefits: Existing clients and new client leads provided Join a business that is growing and acquiring books Streamlined processes and full back office support provided Earn excellent bonuses - OTE $180k + Fun and social team culture Flexible hours Duties and Responsibilities: You will be provided with existing clients, and new client leads to onboard Manage a book of ongoing service clients with a focus on superannuation, personal insurance and investment advice Continue to grow your client base - clients will be allocated to you as the firm continues to acquire businesses Provide an excellent level of client service Work collaboratively with in-house paraplanning and admin staff About you: Completed FASEA educational requirements 2+ years experience as an authorised financial adviser Xplan experience Experience providing advice on superannuation, personal insurance and investments Confident and experienced at handling leads and onboarding new clients Well presented and excellent communication skills Able to work in a fast paced environment Salary is $120,000 + super + quarterly bonuses. 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
Brisbane | $80k - $85k + super
About the firm Our client is based in the Brisbane CBD 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: Extensive experience in a similar paraplanning role. 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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Mortgage Broker - Leadership and Equity Opportunity
Canberra | $130,000 - $150,000 + super + bonus & equity
About the Opportunity: Our client is a successful professional services firm that offers a comprehensive range of services, including accounting, business advisory, financial planning, and mortgage/lending solutions. They are seeking an experienced Mortgage Broker to join their dynamic team. This is an exciting opportunity to be part of a growing firm known for its client-focused approach and exceptional service delivery. As a Mortgage Broker, you will play a pivotal role in assisting clients with securing tailored lending solutions and driving the growth of the business. This role is ideal for an experienced Mortgage Broker that is interested in having equity in a business and leading/growing a team. Benefits: Competitive Salary: Attractive base salary plus bonuses. Work-Life Balance: Flexible working arrangements to suit your lifestyle. Supportive Team Environment: Work alongside a dedicated team of professionals across various financial services. Reputable Brand: Be part of a well-established and respected firm that values long-term relationships and quality service. Leadership: Manage the lending team and recruit as you grow the business. Clients: Existing clients and new client leads provided, warm referrals from internal teams. Equity: Opportunity to buy in and have equity in the business. Duties & Responsibilities: Service existing and new clients. Develop relationships with internal teams such as accounting and financial planning to service client referrals. Advise clients on mortgage/lending products and strategies that best suit their financial goals and needs. Areas include residential, commercial, equipment finance and SMSF lending. Manage the end-to-end mortgage process, from initial consultation through to loan settlement. Build and maintain strong, long-term relationships with clients, lenders, and referral partners. Identify new business opportunities and leverage existing client relationships to generate leads. Keep up to date with changes in the lending market and financial regulations. About You: Proven experience as a Mortgage Broker, 5+ years. Strong residential lending experience, additional experience in commercial, equipment finance and SMSF lending will be favourable. In-depth knowledge of mortgage products, lending policies, and a range of different banks/lenders. Strong communication skills, with the ability to build rapport and trust with clients and key stakeholders. A client-first attitude, with a passion for delivering exceptional service and advice. Excellent time management and organizational skills. A proactive approach to business development and client relationship management. Relevant qualifications (e.g., Certificate IV/Diploma in Finance and Mortgage Broking). Interested in equity and a leadership position. Salary is flexible depending on experience, circa $130,000 - $150,000 + super + bonus and 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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Financial Adviser - Leadership and Equity Opportunity
Canberra | $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: $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
