About the role
This is an excellent opportunity for an experienced Client Services Officer to join a well-established, growing financial services firm based in Brisbane’s bayside. You will support a Financial Adviser and play a key role in the smooth delivery of advice to an established client base, with a strong focus on SMSF and high-net-worth clients.

Working closely with the Adviser and broader internal team, you will be responsible for the implementation and administration of financial advice, ensuring an efficient and seamless client experience. This is a hands-on role suited to someone proactive, detail-oriented, and confident working in a fast-paced, client-focused environment.

• Implementation of financial advice recommendations
• Preparation and management of FDS documentation
• Trade execution and processing
• Liaising with superannuation funds and external providers
• Supporting the Adviser with day-to-day client management
• Ensuring accurate and timely administration across all client matters

Skills & Experience

• Previous experience in a Client Services, Client Support, or similar role within financial services
• Strong understanding of financial planning processes and advice implementation
• Xplan familiarity advantageous
• Strong attention to detail and organisational skills
• Proactive, hands-on approach with the ability to take initiative

Benefits

• Established and growing client base with strong ongoing demand
• Supportive, close-knit team environment
• Flexible working arrangement options including part-time consideration
• On-site parking available
• Stable business environment with ongoing growth and development opportunities

About the Company / Culture
This is a well-established, privately owned financial services business operating within a multidisciplinary professional services environment. The firm provides integrated advice across financial planning and related services, supporting a diverse client base that includes individuals, business owners, and more complex wealth structures.

The organisation has experienced steady growth and is supported by a team of experienced professionals who have been with the business long term. 

The culture is professional, stable, and team-oriented, with an emphasis on accountability, initiative, and delivering high-quality client outcomes. 

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

Please note only shortlisted candidates will be contacted.
  
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