Client Services Officer (Part-time) | Financial Planning

Bentley Recruitment; Adelaide; On-site; AUD 35,000 - 52,000; Part time

Benefits offered by this job

Flexible part-time hours

Boutique advice environment

Exposure to all financial planning

Ongoing training and mentoring

Paraplanning pathway

Growth to full-time potential

Mentorship from experienced advisers

Job summary

Bentley Recruitment is seeking an experienced administrator or CSO for a boutique financial planning practice on Adelaide's city fringe. The role offers 18-25 hours across 3 days with school-hour flexibility and long-term career progression.

You'll support client service, document preparation, and diary management while gaining exposure to all aspects of financial planning in a supportive, non-corporate environment.

Qualifications

• 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).

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

Skills

Organisational skills

Attention to detail

Professional communication

Multitasking

Client service

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 offers 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

To be successful in this role, you'll ideally possess:

• 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.