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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Client Services Manager
Brisbane | $75,000 - $80,000 + 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: To keep up with continued growth, we are seeking an experienced 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. Key responsibilities 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 What we're looking for 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 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 Ben Sultmann at ben@bentleyrecruitment.com.au. Please note, only shortlisted candidates will be contacted.
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General Manager/Head of Advice
Brisbane | Flexible remuneration package
About the Opportunity: We are excited to partner with a rapidly growing financial advice firm in their search for an experienced General Manager/Head of Advice. This is a unique opportunity for a senior leader to take charge of a dynamic team and shape the future direction of the business. With an established reputation for delivering personalised, high-quality advice, our client is looking for someone to lead their advice operations, drive business growth, and foster an exceptional client-focused culture. Benefits: Join a business that is growing and acquiring books Streamlined processes and systems in place Excellent remuneration package on offer Fun and social team culture Flexible hours High-level leadership role, have an impact on business decisions and growth Duties and Responsibilities: Lead a growing team of financial advisers, paraplanners, and support staff to deliver exceptional client outcomes and meet business targets. Collaborate with the senior leadership team to drive the strategic vision and growth plans for the firm, contributing to overall business development and success. Oversee the firm’s day-to-day operations, focusing on improving efficiency, streamlining processes, and maintaining high standards of governance. Ensure the firm’s advice and operations are in full compliance with regulatory requirements. Handle staff recruitment and ongoing management. About you: Significant experience in a senior leadership role within the financial advice sector. Strong knowledge of financial planning, compliance, and regulatory requirements. Demonstrated success in leading and developing high-performing teams, with the ability to mentor professionals. Excellent communication and relationship-building skills, with the ability to interact with clients and stakeholders at all levels. Strategic thinking combined with strong operational expertise to drive business growth and efficiency. Completed relevant tertiary qualifications. Remuneration is flexible depending on skills and 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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Paraplanner - Work From Home Flexibility
Brisbane | Above market remuneration on offer
About the opportunity: We are partnered with a successful professional services practice located on the Gold Coast that is experiencing continued growth across their client base and team. They provide tailored financial advice, accounting and mortgage broking solutions and have been in operation for over 10 years. Due to business growth, they are looking to hire an experienced paraplanner to join their financial planning team. They are open to Brisbane based candidates working from home up to 4 days per week (you will be required in the office for initial onboarding). You will need to work from the Gold Coast office at least 1 day per week, this is not a fully remote role. Benefits: Work closely with directors and management Growing firm with room for career development Work life balance and work from home flexibility up to 4 days per week (required in the office for initial onboarding) Monthly RDO's Regular morning tea provided and social events Above market remuneration on offer Tasks and responsibilities: Generating high-quality SOA and ROA documents for holistic financial advice recommendations Assist in strategy development Complete research and projections for plans Work closely with financial advisers and admin support Develop client relationships and assist with ad-hoc client queries Ensure advice documents meet all compliance requirements About you: 5+ years of paraplanning experience Experience writing plans for holistic advice scenarios Strong technical and compliance knowledge Ideally completed or working towards relevant tertiary qualifications Strong attention to detail Able to work cohesively as part of a collaborative team 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
Gold Coast | Above market remuneration on offer
About the opportunity: We are partnered with a successful professional services practice located on the Gold Coast that is experiencing continued growth across their client base and team. They provide tailored financial advice, accounting and mortgage broking solutions and have been in operation for over 10 years. Due to business growth, they are looking to hire an experienced paraplanner to join their financial planning team. Benefits: Work closely with directors and management Growing firm with room for career development Work life balance and work from home flexibility (1 day per week) Monthly RDO's Regular morning tea provided and social events Above market remuneration on offer Tasks and responsibilities: Generating high-quality SOA and ROA documents for holistic financial advice recommendations Assist in strategy development Complete research and projections for plans Work closely with financial advisers and admin support Develop client relationships and assist with ad-hoc client queries Ensure advice documents meet all compliance requirements About you: 5+ years of paraplanning experience Experience writing plans for holistic advice scenarios Strong technical and compliance knowledge Ideally completed or working towards relevant tertiary qualifications Strong attention to detail Able to work cohesively as part of a collaborative team 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 | $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 welcoming team, working alongside other CSO's, supporting two Financial Advisers. Benefits: Comprehensive advice firm - be exposed to all areas of financial advice Welcoming, supportive team culture with good staff tenure Work closely with Directors Work from home flexibility (up to two days per week) Flexible hours, open to part-time Tasks and responsibilities: Provide full support to the Directors/Advisers Handle compliance processes - FDS and annual agreements Client meeting preparation Full implementation of advice including trading investments through platforms Managing the client database (Xplan) Follow up with clients/product providers Ad-hoc administration duties and assist with client queries Opportunity to be involved with projects About you: 2+ years previous experience in a CSO/financial planning support position Experience using Xplan Experience using HUB24, CFS Wrap, Netwealth platforms Familiar with various areas of financial advice such as superannuation, personal insurance, investments, retirement planning Experience with ongoing fee agreement processes Previous experience completing implementation of advice including trading investments 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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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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Client Services Officer
Brisbane | $70,000 - $75,000 + super
About the Firm This well-established financial planning firm has been operating since 2010 and prides itself 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 a organised, client focussed professional to provide exceptional support to advisers and clients. You will ensure a seamless client service, create a positive client experience, and manage critical administrative tasks. Work from home flexiblity for 1 day per week is offered to all staff. Key Responsibilities Act as the first point of contact for clients, ensuring a welcoming and professional experience Manage client communication, including inquiries, scheduling, confirmations, and follow-ups Organise and maintain up-to-date client files and documents Support advisers by liaising with product providers and fund managers Assist with onboarding new clients and ensuring a smooth transition Diary management for advisers Handle phone calls and respond to client queries in a timely manner About You We are looking for someone who is friendly, professional, and highly organised. You will thrive in a team environment, enjoy client interactions, and be motivated to provide top-tier client service. Prior experience in a financial planning or professional services firm Strong administrative and organisational skills Ability to manage multiple priorities and meet deadlines Experience using Xplan Excellent written and verbal communication skills Ability to work independently and as part of a team How to Apply Click APPLY, or send your resume through to Ben Sultmann at ben@bentleyrecruitment.com.au. Please note, only shortlisted candidates will be contacted.
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Paraplanner
Brisbane | $80,000 - $95,000 + Super
Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families. Many clients have multiple entities and complex advice requirements. There is an excellent opportunity for an experienced paraplanner to join their growing team. Benefits: Successful, well established business with strong compliance and processes in place Work closely with highly experienced financial advisers and directors Excellent team culture Work with HNW and UHNW clients Exposure to complex advice scenarios with multiple entities Tasks and Responsibilities: Paraplanner position supporting a team of financial advisers Review advice strategies Complete research, product comparisons and projections for plans Generate ROA's & SOA's for holistic financial advice recommendations Adhere to all compliance requirements Liaise with advisers and admin support Review advice documents generated by other paraplanners About you: 2+ years of experience in a paraplanning position dealing with holistic advice - open to a junior paraplanner or a higher level paraplanner that can work more autonomously Ideally completed or working towards relevant financial planning studies Strong technical knowledge Previous experience working with trusts, companies and SMSF's Previous experience working with HNW clients will be favourable Xplan and Xtools experience Eager to learn Strong attention to detail Salary is flexible depending on experience and qualifications - circa $80,000 - $95,000 + 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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Client Services Manager | Financial Planning
Gold Coast | $70,000 - $80,000 + 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: To keep up with continued growth, we are seeking an experienced 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. Key responsibilities 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 What we're looking for 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 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.
