About the role
This role supports a high-performing advice team by managing client service delivery, preparing documentation, maintaining workflow accuracy, and assisting advisers with strategy development. You’ll work closely with Financial Planners, paraplanners, and leaders across the business.

• Manage client relationships and deliver high‑quality service
• Prepare advice documents and type detailed file notes
• Support advisers in client meetings
• Assist with strategy development and research
• Maintain CRM accuracy and manage workflow in Xplan
• Coordinate with paraplanners and advisers to meet deadlines

Skills & Experience

• Completed relevant financial planning education
• Looking to commence/complete Professional Year
• Experience in client services within financial planning
• Strong Xplan capability
• Excellent communication and organisational skills

  Benefits

• Discretionary bonus for achieving KPIs
• Flexible working hours
• Monthly wellbeing programs and staff events
• Career pathways with supported training and education

About the company / Culture
A fast‑growing financial planning firm established over 15 years ago, now operating across multiple states. The business offers holistic, fee‑for‑service advice across a wide range of client segments, from families to sophisticated and high‑net‑worth clients.

People enjoy working in this team because the culture is grounded in growth, collaboration, well‑being, and genuine career development. Staff are supported with tailored learning, team‑building events, and a positive environment.

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.