About the role
This is a fantastic opportunity for a Client Services Officer (CSO) with at least 2+ years’ experience to join a respected and reputable firm with over 40 years in the industry. The role is ideally suited to someone looking to build a long-term career in financial planning, with a pathway into the Professional Year.

Working closely with Financial Advisers and the broader team, you will play a key role in supporting the advice process, managing client administration, and ensuring a high standard of client service and implementation.

• Support Financial Advisers with client service and administration
• Maintain accurate client records, data entry, and account management
• Prepare client documentation, reports, and meeting materials
• Implement advice including applications, transactions, and account updates
• Liaise with clients, providers, and internal teams
• Manage workflow, deadlines, and ongoing client review requirements

You will also contribute as an active team member by participating in meetings, ongoing training, and maintaining open communication across the business.

Skills & Experience

• Minimum 2+ years’ experience in a Client Services Officer or similar role within financial planning
• Relevant financial planning studies (completed or in progress)
• Strong attention to detail and organisational skills
• Excellent communication and stakeholder management abilities
• Ability to manage multiple tasks and meet deadlines
• A proactive attitude with a willingness to learn and develop
• Interest in progressing toward a Financial Adviser career (PY pathway)

Benefits

• Clear pathway into Professional Year (PY) and Adviser progression
• Supportive and collaborative team environment
• Ongoing training and professional development
• Exposure to all aspects of the financial planning process
• Work closely with senior financial advisers in a highly reputable firm

About the Company / Culture
This firm offers a professional and team-oriented environment where collaboration, development, and quality client outcomes are prioritised. Advisers and support staff work closely together, providing strong mentorship and hands-on learning opportunities.

The business is focused on developing talent internally, making it an ideal environment for someone looking to build a long-term career in financial planning.

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.