About the role Support the day-to-day operations of the financial planning division by implementing advice, managing client accounts and collaborating with advisers. This role plays a key part in client service delivery across investment and wealth management functions.
Implement advice and portfolio changes for clients
Set up new accounts across multiple platforms
Manage client queries and update account details as needed
Prepare advice documents and assist with fee disclosure statements
Attend committee meetings and contribute to reports
Skills & Experience
Experience in client services or wealth management
Exposure to financial planning software such as Xplan, Praemium or BT Panorama
Strong verbal and written communication skills
Ability to manage workflows and meet deadlines
Diploma of Financial Planning a bonus, not essential
Benefits
Career progression within a growing wealth team
Support through education and professional development
Social team environment with regular events and celebrations
Flexible work considered after tenure
About the company / Culture Our client is a leading boutique firm offering accounting, wealth, insurance, and finance advice under one roof. With over 20 staff in the financial planning team, they provide advice to a growing client base of professionals and HNW clients.
People enjoy working here because of their team-first culture, strong staff retention, and commitment to career growth.
How to Apply Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also send your resume to scott@bentleyrecruitment.com.au.
