Client Services Officer

Bentley Recruitment; Gold Coast City; Hybrid; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Pathway to Professional Year (6–12 m)

Associate role progression

Flexible WFH after probation

Ongoing professional development

Competitive salary

Job summary

Bentley Recruitment is partnering with a growing financial planning firm with offices across Queensland and New South Wales to recruit an experienced CSO/CSM who will support advisers, manage client relationships and assist with advice implementation. With 3+ years in financial planning or paraplanning, you will liaise with clients, assist with SOAs/ROAs and basic paraplanning, and help manage workflow.

Flexible WFH after probation and a clear path to Associate or Professional Year make this

Qualifications

• 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.

Responsibilities

• 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

Financial planning experience

SOA/ROA knowledge

Job description

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.

Please note only shortlisted candidates will be contacted.