Client Services Officer | Financial Planning

Bentley Recruitment; Adelaide; On-site; AUD 40,000 - 60,000; Part time

Benefits offered by this job

Flexible hours

Part-time role

Mentoring

Professional development

Career progression

Job summary

Bentley Recruitment is partnering with a boutique financial planning practice in Adelaide to recruit an experienced administrator or CSO. The role offers genuine work‑life balance, flexibility, and potential career progression in a supportive, non-corporate environment.

Responsibilities include managing client enquiries, preparing review packs, coordinating meetings, and supporting the implementation of advice with a strong emphasis on accuracy and client service excellence.

Qualifications

• Experience in financial planning, wealth management or financial services is essential.
• Strong organisational skills and attention to detail required.
• Professional, friendly communication style and ability to meet deadlines.

Responsibilities

• Manage the administration inbox and respond to client enquiries.
• Prepare client review packs and meeting documentation.
• Coordinate client review meetings and diary management.
• Assist with implementation of financial advice recommendations.
• Maintain client records and workflow in Xplan.
• Liaise with product providers, platforms and external stakeholders.

Skills

Financial planning experience

Organisation

Professional communication

Multitasking

Xplan experience

Tools

Xplan

Job description

The Opportunity

An exciting opportunity is available for an experienced administrator or Client Services Officer to join a well-established boutique financial planning practice based on Adelaide's city fringe.

Representing a highly regarded advice business, we are seeking a proactive and organised individual who enjoys providing exceptional client service and wants to build a long-term career within financial planning. Whether you're an existing CSO, an administrator with financial services experience, or someone returning to the workforce looking for flexibility, this role offers genuine work-life balance and future career progression.

This position is part-time, offering flexibility across 3 days per week (18-25 hours), with school hour arrangements available for the right candidate.

Key Responsibilities

• Manage the administration inbox and respond to client enquiries
• Prepare client review packs and meeting documentation
• Coordinate client review meetings and diary management
• Assist with implementation of financial advice recommendations
• Maintain accurate client records and workflow management within Xplan
• Liaise with product providers, platforms and external stakeholders

About You

• Experience within financial planning, wealth management, or financial services (essential)
• Strong organisational skills and excellent attention to detail
• A professional and friendly communication style
• The ability to manage multiple tasks and deadlines effectively
• Experience using Xplan (preferred but not essential)

What's On Offer?

• Flexible part-time hours (18-25 hours per week)
• Supportive boutique advice environment
• Exposure to all aspects of the financial planning process
• Ongoing training, mentoring and professional development
• Potential pathway into paraplanning and future advice roles
• Opportunity for the position to grow into full-time employment
• Work closely with highly experienced advisers and industry professionals
• Genuine long-term career progression opportunities

About the Business

Our client is a respected boutique financial planning practice that has built a strong reputation for providing personalised, holistic advice to affluent individuals, families, small business owners and retirees. The firm focuses on developing long-term client relationships and delivers advice across retirement planning, superannuation, investments, SMSFs, insurance and wealth management.

The business prides itself on maintaining a professional yet non-corporate culture where team members are encouraged to contribute ideas, take ownership and continuously develop their skills.

Please note only shortlisted candidates will be contacted.