The Opportunity:

Our client is a well-established, self-licensed boutique financial advice business based in Canberra. Known for their highly personalised and strategic approach to wealth management, they have built a loyal client base and a strong reputation in the industry. With a clear focus on quality advice and long-term relationships, they offer a supportive and professional environment where team members are genuinely valued.

We’re seeking a motivated and detail-oriented Client Relationship Manager (CRM) / Associate Adviser to join this high-performing team. This is a fantastic opportunity to work closely with experienced partners and advisers, gain exposure to complex advice strategies, and grow your career in a business committed to excellence and integrity.

Benefits:

• Excellent client exposure - attend regular meetings and assist with ongoing client management
• Mentorship through Professional Year (PY) and planned progression to becoming a financial adviser
• Work from home flexibility - 1 day per week
• Join a firm that likes to promote internally and has mentored multiple staff members through their PY
• Social team environment with monthly and quarterly social events/celebrations

Tasks and Responsibilities: 

• Attending client meetings alongside senior advisers/partners
• Assisting in the development of tailored financial strategies and advice documents
• Collaborate with offshore paraplanning and administration teams to ensure high-quality outcomes
• Managing client implementation processes, ensuring accuracy and compliance
• Acting as a key liaison point for clients, maintaining a strong service experience
• Supporting advisers with research, modelling, and file preparation as needed

About you:

• 2+ years of experience in a CRM, Associate Adviser or paraplanning role within financial advice
• Completed or currently completing FASEA educational requirements
• Strong understanding of financial advice processes, including strategy development and implementation
• Excellent communication skills and a client-centric mindset
• A team player who thrives in a collaborative and professional environment

Salary is flexible depending on experience, circa $70,000 - $90,000 + Super. 

How to apply:

If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs