CSO

Bentley; Brisbane; On-site; AUD 65,000 - 80,000; Full time

Benefits offered by this job

Profit sharing

Job summary

Bentley is seeking a Client Services Officer in Brisbane to join a boutique wealth management team. You will provide administration and implementation support to senior advisers, participate in client meetings, and help manage client records and service requirements.

With mentoring from experienced advisers and potential paraplanning exposure, this role offers growth in financial advice support and a clear path within a collaborative practice.

Qualifications

• Minimum 2 years' experience as a Client Services Officer within financial planning.
• Strong understanding of financial planning administration and implementation processes.
• Excellent communication and client service skills.

Responsibilities

• Provide administration and implementation support to a team of financial advisers.
• Prepare client files and maintain accurate client records.
• Assist with client review preparation and ongoing service requirements.
• Manage client communications and follow up outstanding information requests.
• Attend client meetings and assist advisers with follow-up actions.
• Support the day-to-day operation of the practice and contribute to a positive client experience.

Skills

Client services

Communication

Attention to detail

Job description

Our client is a well-established boutique financial planning firm located in Brisbane's inner south. They specialise in helping high-net-worth individuals, pre-retirees, retirees, families and business owners grow, protect and manage their wealth through tailored financial advice.

An exciting opportunity is now available for a Client Services Officer to join their collaborative team. Working closely with two senior advisers, this role offers far more than traditional administration. You'll receive hands-on mentoring, attend client meetings, and have the opportunity to develop your skills across paraplanning and broader advice support functions if that is the path you desire. It's not often you will find a role with as much agency as this one.

• Join a highly regarded boutique wealth management firm with a strong reputation and loyal client base
• Work closely with experienced advisers in a collaborative and supportive environment
• Hands-on mentoring and development from senior team members
• Opportunity to attend client meetings and gain greater exposure to the advice process
• Potential to develop paraplanning skills including SOAs and ROAs
• Clear long-term career pathway with progression opportunities as the business grows
• Profit share model available for administration staff based on company and individual performance
• Flexible and accommodating approach to work arrangements when required

Tasks and responsibilities:

• Provide administration and implementation support to a team of financial advisers
• Prepare client files and maintain accurate client records
• Assist with client review preparation and ongoing service requirements
• Manage client communications and follow up outstanding information requests
• Maintain workflows and adviser support tasks through Xplan
• Attend client meetings and assist advisers with follow-up actions
• Support the day-to-day operation of the practice and contribute to a positive client experience
• Opportunity to assist with paraplanning tasks depending on your experience and career goals

About you:

• Minimum 2 years' experience as a Client Services Officer within financial planning
• Strong understanding of financial planning administration and implementation processes
• Keen to develop your career within financial advice and take on additional responsibilities
• Highly organised with strong attention to detail
• Excellent communication and client service skills
• Positive attitude and willingness to learn from experienced advisers and mentors
• Enjoy working within a collaborative and relationship-focused environment