About the role Join a highly respected boutique financial planning firm in a pivotal support role assisting an experienced adviser. You’ll manage client appointments, maintain compliance documents, assist with research and modelling, and provide outstanding service in a collaborative environment.
Key Responsibilities
Prepare FDSs, opt-ins, and annual review documents
Manage client appointments, adviser schedules, and key client dates
Professionally handle incoming client calls and emails
Maintain accurate records using financial planning software and platforms
Assist with product research, modelling, and compliance tasks
Skills & Experience
Minimum 2 years’ experience in a financial planning or professional services CSO role
Strong administration and organisational skills with attention to detail
Excellent written and verbal communication abilities
Proficiency with Excel, Word, Outlook
Experience with financial planning platforms (e.g., Midwinter, Netwealth) highly regarded
Benefits
Flexible hours: full-time or 4-day work week options
Centrally located office in Brisbane CBD with great access to public transport
Opportunities for on-the-job learning and professional development
Supportive and professional boutique environment
Potential for some work-from-home flexibility
About the company / Culture This firm is a boutique, self-licensed financial planning practice with a long-standing reputation for delivering tailored advice to a select group of high-value clients. They pride themselves on a professional yet collaborative culture, offering opportunities for motivated individuals to grow and thrive in their careers.
How to apply Click APPLY, or send your resume to Scott Munro at scott@bentleyrecruitment.com.au. For a confidential discussion, call 0468 496 046.
Please note, only shortlisted candidates will be contacted.
