About the role
Join a growing financial planning team and support a senior adviser with end to end client administration and implementation. You’ll manage new business processing, maintain CRM accuracy, liaise with clients, assist with compliance workflows, and help prepare key advice documents. Ideal for an experienced CSO looking to work towards an adviser pathway.

• Prepare review packs, SOAs, ROAs, file notes
• Action implementation tasks and workflow tracking
• Manage client calls, emails and follow‑ups
• Maintain CRM and update client data
• Assist with fee consent and compliance tasks
• Attend or observe client meetings as needed

Skills & Experience

• Experience in financial planning or transferable admin background
• Strong communication and client service ability
• Comfortable with CRM systems and data accuracy
• Interest in adviser pathway (optional)
• Relevant qualifications or willingness to study

Benefits

• Flexible work options after probation
• Study support and adviser pathway (PY available)
• Supportive, family‑focused workplace
• Internal progression opportunities
• Social, collaborative team culture

About the company / Culture
A long‑established professional services firm with around 35–40 staff across accounting, financial planning, broking and administration. Known for providing holistic advice and a broad suite of financial services to a diverse client base.

People enjoy working here because of the open‑plan, close‑knit environment, strong collaboration between teams, supportive leadership, and a culture that embraces flexibility and family needs.

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.