About the role
Support a Senior Financial Adviser with a growing HNW client base. Manage end-to-end advice implementation, client service and ongoing administration. Work closely with Advisers, Client Services and Paraplanning to ensure compliant, timely outcomes.

• Implement holistic advice strategies
• Follow up client, adviser and provider docs
• Manage new and ongoing client service needs
• Prepare files and docs for adviser meetings
• Maintain tasks and workflows in Xplan
• Handle general office and client support tasks

Skills & Experience

• Strong super, investment and insurance implementation experience
• Advanced Xplan capability essential
• Preferred experience with HUB24, Netwealth, CFS
• 3+ years of CSO/CSM experience
• High attention to detail and compliance focus

Benefits

• Bonus up to 10% of salary
• Flexible start and finish times
• WFH 2 days per week after probation
• Early finish on Fridays
• Birthday leave
• 5 weeks leave after 5 years
• Regular social events and annual retreat

About the Company / Culture
Boutique financial advice firm based in Brisbane’s inner city. Provides comprehensive advice across super, retirement, SMSF, investments and estate planning. Growing through acquisition with a strong HNW client base.
People enjoy working here because the team is social, supportive and high performing. Modern offices, flexible work options and genuine recognition for contribution.

How to apply
Click APPLY or contact Rohan Dooley on 0466 021 703 for a confidential discussion. You can also email your resume to rohan@bentleyrecruitment.com.au.

Please note only shortlisted candidates will be contacted.