Client Relationship Manager

Bentley Recruitment; Canberra; Sur place; AUD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Dedicated administration support for %

Develop paraplanning skills with guide

Varied role combining client services

Flexible working arrangements

Regular salary reviews

Professional development and career

Résumé du poste

Bentley Recruitment is seeking an experienced CRM/CSO to support financial advisers, manage client relationships and oversee advice implementation. Join a boutique practice with scope to develop paraplanning skills and take on greater technical responsibilities over time.

The role combines client services with technical advisory work, coordinating meetings, reviews and documentation. Flexible working arrangements and ongoing professional development are available, with salary reviews as

Qualifications

• 2+ years of experience supporting advisers in a financial planning business.
• Strong understanding of advice implementation and review processes.
• Confident client communication and stakeholder management skills.
• Excellent organisation, accuracy and workflow management.
• Paraplanning experience and/or relevant financial planning qualifications highly regarded.

Responsabilités

• Coordinate client meetings, annual reviews and follow-up actions.
• Manage client workflows and deliver a high-quality client experience.
• Oversee advice implementation and track outstanding tasks.
• Prepare review packs, meeting files and supporting documents.
• Liaise with clients, platforms, insurers and external professionals.
• Review documentation for accuracy and completeness.
• Assist with strategy development and SOA preparation as skills grow.

Connaissances

Client communication

Stakeholder management

Paraplanning

Workflow management

Attention to detail

Formation

Financial planning qualifications

Outils

CRM software

Description du poste

About the role

An opportunity for an experienced CRM/CSO to support financial advisers, manage client relationships and oversee advice implementation. Join a growing boutique practice with scope to develop paraplanning skills and take on greater technical responsibilities over time.

• Coordinate client meetings, annual reviews and follow-up actions
• Manage client workflows and deliver a high-quality client experience
• Oversee advice implementation and track outstanding tasks
• Prepare review packs, meeting files and supporting documents
• Liaise with clients, platforms, insurers and external professionals
• Review documentation for accuracy and completeness
• Assist with strategy development and SOA preparation as skills grow

Skills & Experience

• 2+ years of experience supporting advisers in a financial planning business
• Strong understanding of advice implementation and review processes
• Confident client communication and stakeholder management skills
• Excellent organisation, accuracy and workflow management
• Paraplanning experience and/or relevant financial planning qualifications highly regarded

Benefits

• Dedicated administration support for routine processing tasks
• Develop paraplanning skills with guidance from experienced advisers
• Varied role combining client services and technical advice work
• Flexible working arrangements, subject to business needs
• Regular salary reviews as responsibilities develop
• Professional development and long-term career progression

About the Company/Culture

Join an established boutique financial services business with a presence across multiple Australian locations. The team provides tailored financial advice with a focus on personalised service and lasting client relationships.

You’ll join a collaborative, growing team that values quality advice, efficient processes and strong client outcomes. With experienced advisers, dedicated administrative support and well-developed systems, you’ll have the backing to succeed and the opportunity to build your technical expertise over time.