About the role
Lead end-to-end client service within a boutique, collaborative financial planning team. Manage workflows, elevate service standards, support advice delivery, and drive process improvements while working closely with advisers and support staff.

• Manage client service workflow and oversee daily operations
• Act as primary contact for client queries and servicing
• Support advice prep, implementation and compliance tasks
• Improve processes and contribute to business growth projects

Skills & Experience

• Experience in client services within financial planning
• Experienced with advice processes within financial planning
• Strong client communication and workflow coordination
• Ability to work autonomously and solve problems
• Keen to improve processes and support team development

Benefits

• Flexible start/finish within standard office hours
• Monthly half-day and regular team events
• Onsite parking plus easy public transport access
• Paid study support and full role training
• Bonus structure linked to performance and KPIs

About the company / Culture
Join a long-standing, growing professional services firm offering accounting, lending and holistic financial planning. The planning team is hands-on and client-focused, supporting complex and long-term clients across families and businesses.

People enjoy working here because the culture is fun, supportive and values-driven. The environment is professional without being corporate, with low staff turnover, strong teamwork, employee events, retreats and a forward-thinking mindset embracing new technology.

How to apply
Click APPLY or contact Scott Munro on 0468 496 046 for a confidential discussion. You can also email your resume to scott@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.