About the role
Join a leading financial planning firm that values genuine client relationships and career development. As a Client Services Officer / Paraplanner, you’ll support two advisers, manage a loyal client base, and play a key role in delivering tailored, holistic advice.

• Build trusted relationships and be a key client contact
• Research, model and prepare high-quality SOAs, roughly 2 per week
• Manage advice implementation and liaise with providers
• Prepare for client reviews and manage the FDS/OSA process
• Work closely with advisers to deliver seamless client outcomes

Skills & Experience

• Experience in client services and paraplanning
• Confident using Xplan and managing client workflows
• Excellent communication and time management skills
• Strong understanding of holistic advice and financial planning
• Team-focused with a proactive, client-first approach

Benefits

• Up to $85k + super, commensurate with experience
• Clear career path; progress toward senior paraplanner or adviser
• Work alongside experienced advisers in a collaborative team
• Exposure to high-value, long-term client relationships
• Supportive, professional environment with strong internal development

About the company / Culture
This established, full-service firm has been helping clients for over two decades through accounting, financial planning, and mortgage broking. They’re renowned for their down-to-earth approach, quality advice, and long-term client relationships.

People love working here because it’s professional yet relaxed. A genuine, close-knit, supportive team that values initiative, collaboration, and doing what’s right for clients.

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.