About the role
Looking for a long term role where your work genuinely supports quality advice and client outcomes? This is an opportunity to join a high performing, independent financial advisory firm known for investing in its people and doing advice the right way.

The Client Services Officer role sits at the heart of the advice process, supporting advisers across implementation, compliance, and client engagement. The position can be tailored to individual strengths and offers clear growth pathways over the next 3 – 5 years.

Key responsibilities:

• Prepare client meetings and advice documentation
• Manage advice implementation end to end
• Support advisers with day to day client service
• Complete compliance tasks including FDS and OSAs
• Maintain accurate records and workflows in Xplan

Skills & Experience

• Background in financial planning or advice support
• Experience with Xplan or similar advice systems
• Strong attention to detail and compliance awareness
• Organised, proactive approach to client service
• Positive attitude and long‑term career focus

Benefits

• Clear career progression and development pathways
• Ongoing training and professional support
• Supportive, collaborative team environment
• 1 day WFH after probation (flexible approach)

About the company / Culture
This is a well established, independent financial advisory group with multiple offices across Queensland and a growing national footprint. The firm provides holistic advice and is recognised for professional excellence and long term client outcomes.

People enjoy working here because the culture is supportive, values driven, and growth focused. Attitude and culture fit are prioritised, with strong investment in development and long term careers. The business is WRK+ accredited as a Great Place to Work.

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.