About the Role

Join a well-established, boutique financial planning firm as a Client Services Manager, supporting a Lead Adviser with a large and established client base. This is a key role within the business, ideal for an experienced CSO who enjoys ownership, responsibility, and being heavily involved across the full advice and client service process.

You will work closely with advisers to ensure a seamless client experience, managing everything from client communications through to implementation and ongoing service requirements.

• Manage client review schedules, ongoing service agreements, and FDS requirements
• Maintain adviser work in progress and task lists
• Prepare and implement SOAs and ROAs
• Complete, lodge, and follow up on investment, superannuation, pension, and insurance applications
• Monitor applications and ensure timely processing
• Assist with client queries and provide high-quality client service
• Support advisers with strategy preparation and fact finds
• Set up investment portfolios and prepare insurance quotes
• Schedule client meetings and manage diaries

Skills & Experience

• Minimum 5 years experience in a Client Services role within financial planning
• Strong knowledge of SOAs, ROAs, implementation, and ongoing service requirements
• Experience supporting advisers and managing client relationships
• High attention to detail and strong organisational skills
• Ability to manage multiple tasks and prioritise effectively
• Proactive, reliable, and able to take ownership of responsibilities
• Experience with Xplan (essential), exposure to other CRMs beneficial

Benefits

• Bonus opportunities available
• Up to 2 days WFH after initial settling-in period
• Team lunches and a friendly, supportive office environment
• Annual team getaway/weekend trip
• Stable, long-term career opportunity within a growing firm

About the Company / Culture

This boutique, self-licensed financial planning firm has been operating for over 15 years and has built a strong reputation for delivering high-quality, personalised advice. The business specialises in holistic financial planning, with a strong focus on pre-retirees and retirees, and prides itself on long-term client relationships.

The team is small, collaborative, and supportive, with a strong emphasis on culture and staff retention. You’ll be joining a business that values teamwork, accountability, and providing an exceptional client experience.

How to Apply

Click APPLY or contact Rohan Dooley via email rohan@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.