Client Services Officer
- Support advisers and manage client relationships
- Assist with advice implementation and documentation
- Opportunity for career progression into Professional Year and Associate role
About the Role
We have partnered with a growing and highly regarded financial planning firm with offices across Queensland and New South Wales. Joining a collaborative and well-connected team, you'll play a key role in supporting advisers, managing client relationships and assisting with advice implementation.
This is an excellent opportunity for an experienced CSO/CSM looking to join a reputable company with great benefits or someone willing to take the next step, with a genuine pathway into Professional Year and an Associate position within 12 months for the right candidate.
Duties include:
- Manage client service and advice implementation
- Assist with SOAs, ROAs and advice documentation
- Liaise with clients and third-party providers
- Support advisers with client meetings and ongoing requirements
- Assist with basic paraplanning and workflow management
Skills & Experience
- 3+ years' experience in financial planning, CSO or paraplanning
- Exposure to risk, SMSFs, trusts, businesses and complex structures
- Strong understanding of SOA and ROA processes
- Excellent organisation, communication and attention to detail
- Ambitious and motivated to progress into financial planning
Benefits
- Genuine pathway to Professional Year within 6–12 months
- Opportunity to progress into an Associate role
- Competitive salary
- Flexible WFH and working hours after probation
- Ongoing technical and professional development
About the Company & Culture
Our client is a growing professional services group providing integrated advice across financial planning, accounting, tax, lending, advisory and succession. The financial planning team works with business owners, families, retirees and clients with complex financial structures.
People enjoy working here because of the supportive and collaborative culture, strong work-life balance and genuine opportunities for career progression. The business is continuing to grow, creating further opportunities for ambitious A-grade talent.
How to apply
Click APPLY or contact Rohan Dooley for a confidential discussion. You can also email your resume to rohan@bentleyrecruitment.com.au.
Please note only shortlisted candidates will be contacted.
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