About the role
We are partnering with a well-established financial planning practice to recruit an experienced Client Services Officer. This role will see you supporting two advisers and working alongside another CSO to ensure seamless client service delivery. You will be responsible for client communication, compliance, and implementation of advice.

Key responsibilities:

• Prepare for client review meetings
• Manage client communication and correspondence
• Oversee diary management and scheduling
• Handle compliance requirements including FDS
• Implement advice and liaise with third-party providers
• Provide direct support to two advisers

 Skills & Experience

• Previous experience in a client services role within financial planning
• Strong knowledge of compliance processes and documentation
• Ability to manage diaries and coordinate adviser schedules
• Familiarity with financial planning systems (Worksorted experience advantageous)
• Excellent communication and organisational skills

Benefits

• Full-time role with option for part-time (4 days) for the right candidate
• Undercover parking provided for all staff
• Professional yet relaxed office environment
• Stable role in a supportive, self-licensed practice

About the company / Culture
This is a boutique financial planning firm with a small, close-knit team. The practice is known for delivering holistic advice and maintaining strong client relationships across a diverse client base, including families, retirees, and accumulators.
People enjoy working here because of the professional yet relaxed environment, supportive culture, and the value placed on each team member.

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.